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 | $8,317 | $148,629-94.4% | $135,982-93.9% | $139,487-94.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 24.23% | 79.33%-55.1pp | 68.32%-44.1pp | 373.84%-349.6pp |
| Employer contribution / active EE | $1,704 | $5,247-67.5% | $4,859-64.9% | $4,755-64.2% |
| Participant deferral / active EE | $2,383 | $8,102-70.6% | $7,760-69.3% | $6,713-64.5% |
| Admin fee / account holder | $258 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |