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.
Employer 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 | $13,003 | $135,956-90.4% | $123,894-89.5% | $273,972-95.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 5.96% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $818 | $5,170-84.2% | $4,617-82.3% | $4,869-83.2% |
| Participant deferral / active EE | $3,687 | $6,343-41.9% | $5,984-38.4% | $5,287-30.3% |
| Admin fee / account holder | $174 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |