Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,857 | $106,749-90.8% | $145,433-93.2% | $82,448-88.0% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 21.95% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,396 | $3,444-59.5% | $4,554-69.3% | $2,551-45.3% |
| Participant deferral / active EE | $1,582 | $6,519-75.7% | $7,897-80.0% | $4,139-61.8% |
| Admin fee / account holder | $31 | $8,390-99.6% | $13,129-99.8% | $7,234-99.6% |