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 | $7,676 | $60,349-87.3% | $74,184-89.7% | $62,881-87.8% |
| Participation rate | 93.0% | 72.7%+20.3pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 243.49% | 21.38%+222.1pp | 17.74%+225.8pp | 20.14%+223.3pp |
| Employer contribution / active EE | $264 | $1,680-84.3% | $2,370-88.9% | $2,281-88.4% |
| Participant deferral / active EE | $3,069 | $2,856+7.5% | $3,550-13.5% | $3,203-4.2% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |