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 | $8,499 | $117,895-92.8% | $102,460-91.7% | $145,897-94.2% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 25.34% | 31.92%-6.6pp | 29.47%-4.1pp | 552.29%-527.0pp |
| Employer contribution / active EE | $1,318 | $3,619-63.6% | $3,025-56.4% | $4,663-71.7% |
| Participant deferral / active EE | $1,745 | $5,736-69.6% | $5,056-65.5% | $6,689-73.9% |
| Admin fee / account holder | $257 | $13,353-98.1% | $9,460-97.3% | $13,390-98.1% |