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 | $5,316 | $172,111-96.9% | $150,298-96.5% | $137,256-96.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.74% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $923 | $4,636-80.1% | $4,154-77.8% | $4,156-77.8% |
| Participant deferral / active EE | $1,068 | $6,166-82.7% | $5,453-80.4% | $6,407-83.3% |
| Admin fee / account holder | $241 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |