Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,738 | $46,599-87.7% | $64,101-91.0% | $75,173-92.4% |
| Participation rate | 88.1% | 65.9%+22.2pp | 72.3%+15.8pp | 67.2%+20.9pp |
| Annual return | 17.89% | 26.06%-8.2pp | 33.72%-15.8pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,820 | $2,837-35.8% | $3,881-53.1% | $4,126-55.9% |
| Admin fee / account holder | $247 | $2,956-91.6% | $3,070-92.0% | $5,651-95.6% |