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.
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 | $2,742 | $93,598-97.1% | $135,974-98.0% | $75,173-96.4% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 36.15% | 30.89%+5.3pp | 68.30%-32.2pp | 160.72%-124.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,247 | $6,405-64.9% | $7,760-71.0% | $4,126-45.6% |
| Admin fee / account holder | $5 | $6,978-99.9% | $10,767-100.0% | $5,651-99.9% |