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 | $7,803 | $76,834-89.8% | $108,359-92.8% | $87,485-91.1% |
| Participation rate | 86.2% | 61.7%+24.5pp | 70.1%+16.1pp | 68.9%+17.3pp |
| Annual return | 15.41% | 19.09%-3.7pp | 36.89%-21.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $345 | $1,556-77.8% | $2,399-85.6% | $2,596-86.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $181 | $6,537-97.2% | $9,741-98.1% | $7,775-97.7% |