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 | $8,799 | $213,785-95.9% | $185,441-95.3% | $155,188-94.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.92% | 19.97%-7.0pp | 20.16%-7.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,241 | $5,393-77.0% | $4,672-73.4% | $4,248-70.8% |
| Participant deferral / active EE | $1,253 | $6,864-81.8% | $6,152-79.6% | $6,531-80.8% |
| Admin fee / account holder | $86 | $21,134-99.6% | $17,890-99.5% | $14,480-99.4% |