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 | $15,060 | $155,555-90.3% | $146,866-89.7% | $155,188-90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.81% | 115.41%-92.6pp | 102.85%-80.0pp | 148.84%-126.0pp |
| Employer contribution / active EE | $820 | $4,647-82.4% | $4,425-81.5% | $4,248-80.7% |
| Participant deferral / active EE | $1,960 | $8,044-75.6% | $7,759-74.7% | $6,531-70.0% |
| Admin fee / account holder | $55 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |