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 | $2,053 | $63,773-96.8% | $81,286-97.5% | $80,925-97.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.5%+10.5pp | 67.7%+12.3pp |
| Annual return | 13.16% | 16.37%-3.2pp | 24.80%-11.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $915 | $3,093-70.4% | $3,883-76.4% | $4,299-78.7% |
| Admin fee / account holder | $155 | $5,682-97.3% | $5,764-97.3% | $6,940-97.8% |