Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,878 | $138,385-97.2% | $184,200-97.9% | $80,874-95.2% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-3.0pp | 67.6%+16.2pp |
| Annual return | 17.28% | 20.02%-2.7pp | 28.80%-11.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,510 | $7,073-64.5% | $9,132-72.5% | $4,297-41.6% |
| Admin fee / account holder | $165 | $10,483-98.4% | $13,907-98.8% | $6,935-97.6% |