Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,194 | $91,559-93.2% | $133,978-95.4% | $79,856-92.2% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.9pp | 69.6%+9.3pp |
| Annual return | 37.10% | 61.85%-24.8pp | 45.10%-8.0pp | 31.71%+5.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,419 | $3,734-35.2% | $5,047-52.1% | $3,741-35.3% |
| Admin fee / account holder | $140 | $6,321-97.8% | $8,930-98.4% | $5,306-97.4% |