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 | $17,194 | $96,562-82.2% | $80,976-78.8% | $273,968-93.7% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 3.16% | 15.14%-12.0pp | 17.10%-13.9pp | 41.45%-38.3pp |
| Employer contribution / active EE | $869 | $4,868-82.1% | $3,714-76.6% | $4,869-82.1% |
| Participant deferral / active EE | $1,024 | $6,597-84.5% | $5,696-82.0% | $5,287-80.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |