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.
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 | $9,047 | $174,379-94.8% | $152,093-94.1% | $138,895-93.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.60% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $681 | $4,652-85.4% | $4,175-83.7% | $4,194-83.8% |
| Participant deferral / active EE | $2,651 | $6,159-57.0% | $5,451-51.4% | $6,396-58.6% |
| Admin fee / account holder | $118 | $16,880-99.3% | $14,497-99.2% | $12,562-99.1% |