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 | $13,111 | $154,228-91.5% | $145,433-91.0% | $137,256-90.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 25.63% | 74.59%-49.0pp | 66.58%-40.9pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,948 | $4,804-59.5% | $4,554-57.2% | $4,156-53.1% |
| Participant deferral / active EE | $2,257 | $8,216-72.5% | $7,897-71.4% | $6,407-64.8% |
| Admin fee / account holder | $54 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |