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 | $17,684 | $106,864-83.5% | $147,318-88.0% | $82,637-78.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 26.14% | 27.49%-1.3pp | 70.43%-44.3pp | 53.51%-27.4pp |
| Employer contribution / active EE | $1,233 | $3,417-63.9% | $4,593-73.1% | $2,552-51.7% |
| Participant deferral / active EE | $2,441 | $6,496-62.4% | $7,906-69.1% | $4,126-40.8% |
| Admin fee / account holder | $162 | $8,415-98.1% | $13,708-98.8% | $7,339-97.8% |