Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,062 | $129,737-91.5% | $119,126-90.7% | $154,746-92.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 16.59% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,737 | $4,375-60.3% | $4,034-56.9% | $4,379-60.3% |
| Participant deferral / active EE | $580 | $5,842-90.1% | $5,318-89.1% | $6,730-91.4% |
| Admin fee / account holder | $268 | $11,961-97.8% | $10,693-97.5% | $14,365-98.1% |