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.
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 | $16,881 | $142,354-88.1% | $125,529-86.6% | $155,188-89.1% |
| Participation rate | 71.4% | 78.1%-6.6pp | 74.7%-3.3pp | 80.8%-9.4pp |
| Annual return | 12.26% | 306.06%-293.8pp | 202.56%-190.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $994 | $5,491-81.9% | $4,813-79.4% | $6,531-84.8% |
| Admin fee / account holder | $24 | $19,392-99.9% | $16,298-99.9% | $14,480-99.8% |