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 | $3,632 | $58,512-93.8% | $84,020-95.7% | $72,983-95.0% |
| Participation rate | 80.8% | 61.2%+19.5pp | 69.0%+11.8pp | 69.5%+11.3pp |
| Annual return | 19.51% | 28.93%-9.4pp | 71.31%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $344 | $1,163-70.4% | $1,984-82.7% | $2,440-85.9% |
| Participant deferral / active EE | $426 | $2,394-82.2% | $3,239-86.8% | $3,608-88.2% |
| Admin fee / account holder | $20 | $4,569-99.6% | $6,101-99.7% | $5,124-99.6% |