Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,299 | $118,467-90.5% | $98,450-88.5% | $139,456-91.9% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 20.65% | 18.95%+1.7pp | 21.16%-0.5pp | 373.45%-352.8pp |
| Employer contribution / active EE | $796 | $3,611-78.0% | $3,049-73.9% | $4,753-83.3% |
| Participant deferral / active EE | $1,000 | $5,393-81.5% | $4,739-78.9% | $6,711-85.1% |
| Admin fee / account holder | $77 | $14,057-99.5% | $8,961-99.1% | $11,407-99.3% |