Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,879 | $209,336-95.3% | $197,124-95.0% | $137,256-92.8% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 39.58% | 48.09%-8.5pp | 44.34%-4.8pp | 220.34%-180.8pp |
| Employer contribution / active EE | $1,476 | $6,591-77.6% | $6,227-76.3% | $4,156-64.5% |
| Participant deferral / active EE | $2,866 | $9,614-70.2% | $9,135-68.6% | $6,407-55.3% |
| Admin fee / account holder | $1 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |