Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,707 | $201,264-92.7% | $184,185-92.0% | $145,978-89.9% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 15.36% | 29.00%-13.6pp | 28.81%-13.5pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,565 | $7,021-77.7% | $6,426-75.7% | $4,662-66.4% |
| Participant deferral / active EE | $2,996 | $9,806-69.5% | $9,132-67.2% | $6,690-55.2% |
| Admin fee / account holder | $81 | $16,376-99.5% | $13,909-99.4% | $13,400-99.4% |