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.
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 | $2,209 | $57,590-96.2% | $86,233-97.4% | $82,448-97.3% |
| Participation rate | 77.8% | 57.9%+19.9pp | 69.0%+8.8pp | 68.1%+9.7pp |
| Annual return | 18.77% | 22.41%-3.6pp | 61.39%-42.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,536 | $3,080-50.1% | $4,559-66.3% | $4,139-62.9% |
| Admin fee / account holder | $37 | $4,730-99.2% | $8,342-99.6% | $7,234-99.5% |