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.
Employer 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 | $7,095 | $53,777-86.8% | $134,155-94.7% | $79,858-91.1% |
| Participation rate | 76.1% | 58.8%+17.3pp | 72.2%+3.9pp | 69.6%+6.5pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.34%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,999 | $2,420+65.2% | $3,500+14.3% | $3,740+6.9% |
| Admin fee / account holder | $7 | $3,984-99.8% | $6,685-99.9% | $5,306-99.9% |