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 | $5,416 | $99,345-94.5% | $84,753-93.6% | $273,972-98.0% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,991 | $4,214-52.7% | $3,574-44.3% | $4,869-59.1% |
| Participant deferral / active EE | $886 | $4,270-79.3% | $3,712-76.1% | $5,287-83.2% |
| Admin fee / account holder | $290 | $6,645-95.6% | $5,333-94.6% | $10,133-97.1% |