Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,453 | $167,362-96.7% | $143,799-96.2% | $134,532-95.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 7.88% | 0.47%+7.4pp | -0.04%+7.9pp | 418.27%-410.4pp |
| Employer contribution / active EE | $956 | $5,620-83.0% | $4,952-80.7% | $4,741-79.8% |
| Participant deferral / active EE | $2,716 | $6,447-57.9% | $5,638-51.8% | $6,401-57.6% |
| Admin fee / account holder | $145 | $18,094-99.2% | $14,677-99.0% | $11,429-98.7% |