Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,128 | $78,520-74.4% | $96,576-79.2% | $82,448-75.6% |
| Participation rate | 93.3% | 77.7%+15.6pp | 81.4%+11.9pp | 68.1%+25.3pp |
| Annual return | 78.49% | 41.30%+37.2pp | 38.47%+40.0pp | 41.64%+36.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,858 | $6,754-13.3% | $7,956-26.4% | $4,139+41.5% |
| Admin fee / account holder | $105 | $13,455-99.2% | $11,381-99.1% | $7,234-98.5% |