Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $5,253 | $185,312-97.2% | $161,489-96.7% | $154,746-96.6% |
| Participation rate | 72.2% | 82.5%-10.2pp | 78.7%-6.5pp | 80.7%-8.5pp |
| Annual return | 18.84% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,000 | $4,769-79.0% | $4,268-76.6% | $4,379-77.2% |
| Participant deferral / active EE | $1,000 | $6,350-84.3% | $5,630-82.2% | $6,730-85.1% |
| Admin fee / account holder | $273 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |