Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,455 | $94,436-80.5% | $115,599-84.0% | $82,637-77.7% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.3%+11.4pp | 68.1%+17.7pp |
| Annual return | 17.73% | 18.37%-0.6pp | 111.10%-93.4pp | 53.51%-35.8pp |
| Employer contribution / active EE | $991 | $2,324-57.4% | $2,955-66.5% | $2,552-61.2% |
| Participant deferral / active EE | $1,289 | $3,955-67.4% | $4,889-73.6% | $4,126-68.8% |
| Admin fee / account holder | $167 | $10,328-98.4% | $12,841-98.7% | $7,339-97.7% |