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 | $13,460 | $154,228-91.3% | $145,433-90.7% | $137,256-90.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.68% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,794 | $4,804-62.7% | $4,554-60.6% | $4,156-56.8% |
| Participant deferral / active EE | $2,408 | $8,216-70.7% | $7,897-69.5% | $6,407-62.4% |
| Admin fee / account holder | $150 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |