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 | $4,605 | $172,111-97.3% | $150,298-96.9% | $137,256-96.6% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 31.94% | 69.37%-37.4pp | 62.79%-30.8pp | 220.34%-188.4pp |
| Employer contribution / active EE | $1,219 | $4,636-73.7% | $4,154-70.7% | $4,156-70.7% |
| Participant deferral / active EE | $1,325 | $6,166-78.5% | $5,453-75.7% | $6,407-79.3% |
| Admin fee / account holder | $188 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |