Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,660 | $182,442-96.9% | $163,379-96.5% | $138,895-95.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 26.07% | 72.74%-46.7pp | 63.41%-37.3pp | 145.39%-119.3pp |
| Employer contribution / active EE | $664 | $4,159-84.0% | $3,752-82.3% | $4,194-84.2% |
| Participant deferral / active EE | $1,138 | $6,817-83.3% | $6,282-81.9% | $6,396-82.2% |
| Admin fee / account holder | $105 | $10,396-99.0% | $9,818-98.9% | $12,562-99.2% |