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.
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 | $1,812 | $85,024-97.9% | $70,544-97.4% | $139,466-98.7% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.4%+19.1pp | 80.3%+7.2pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $185 | $3,912-95.3% | $2,976-93.8% | $4,754-96.1% |
| Participant deferral / active EE | $1,301 | $5,891-77.9% | $4,568-71.5% | $6,712-80.6% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |