Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,084 | $232,540-94.4% | $185,117-92.9% | $147,585-91.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 20.49% | 43.03%-22.5pp | 40.50%-20.0pp | 578.57%-558.1pp |
| Employer contribution / active EE | $713 | $5,195-86.3% | $4,182-83.0% | $4,876-85.4% |
| Participant deferral / active EE | $878 | $5,834-84.9% | $5,045-82.6% | $5,439-83.8% |
| Admin fee / account holder | $108 | $10,275-99.0% | $8,159-98.7% | $10,885-99.0% |