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 | $4,886 | $106,864-95.4% | $147,318-96.7% | $82,637-94.1% |
| Participation rate | 74.3% | 75.5%-1.2pp | 82.1%-7.8pp | 68.1%+6.2pp |
| Annual return | 21.83% | 27.49%-5.7pp | 70.43%-48.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $704 | $3,417-79.4% | $4,593-84.7% | $2,552-72.4% |
| Participant deferral / active EE | $1,147 | $6,496-82.3% | $7,906-85.5% | $4,126-72.2% |
| Admin fee / account holder | $70 | $8,415-99.2% | $13,708-99.5% | $7,339-99.0% |