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 | $20,952 | $149,741-86.0% | $118,914-82.4% | $158,982-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.75% | 19.94%-0.2pp | 35.89%-16.1pp | 302.99%-283.2pp |
| Employer contribution / active EE | $1,291 | $4,119-68.6% | $3,264-60.4% | $4,763-72.9% |
| Participant deferral / active EE | $480 | $5,226-90.8% | $4,266-88.7% | $5,983-92.0% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |