Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,360 | $81,487-98.3% | $102,412-98.7% | $80,935-98.3% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.7%+3.8pp |
| Annual return | 14.16% | 25.60%-11.4pp | 24.94%-10.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $858 | $3,871-77.8% | $5,060-83.0% | $4,299-80.0% |
| Admin fee / account holder | $263 | $6,717-96.1% | $8,388-96.9% | $6,924-96.2% |