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 | $5,721 | $71,230-92.0% | $93,727-93.9% | $80,959-92.9% |
| Participation rate | 78.7% | 60.4%+18.3pp | 68.7%+10.0pp | 67.7%+11.0pp |
| Annual return | 11.74% | 11.26%+0.5pp | 133.83%-122.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $920 | $1,565-41.2% | $2,421-62.0% | $2,757-66.6% |
| Participant deferral / active EE | $1,189 | $4,037-70.5% | $4,417-73.1% | $4,300-72.3% |
| Admin fee / account holder | $243 | $6,961-96.5% | $8,292-97.1% | $6,925-96.5% |