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 | $48,013 | $275,752-82.6% | $256,809-81.3% | $198,609-75.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.24% | 34.81%-14.6pp | 32.73%-12.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $2,819 | $7,721-63.5% | $7,263-61.2% | $5,055-44.2% |
| Participant deferral / active EE | $4,159 | $10,037-58.6% | $9,520-56.3% | $6,977-40.4% |
| Admin fee / account holder | $20 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |