Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,627 | $71,197-83.7% | $93,669-87.6% | $80,925-85.6% |
| Participation rate | 76.5% | 60.4%+16.1pp | 68.7%+7.7pp | 67.7%+8.8pp |
| Annual return | 13.21% | 11.27%+1.9pp | 133.59%-120.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,839 | $4,036-29.6% | $4,416-35.7% | $4,299-33.9% |
| Admin fee / account holder | $268 | $6,959-96.2% | $8,291-96.8% | $6,940-96.1% |