Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,413 | $174,379-98.0% | $152,093-97.8% | $138,895-97.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 21.66% | 74.86%-53.2pp | 66.36%-44.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $696 | $6,159-88.7% | $5,451-87.2% | $6,396-89.1% |
| Admin fee / account holder | $144 | $16,880-99.1% | $14,497-99.0% | $12,562-98.9% |