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 | $21,802 | $106,749-79.6% | $145,433-85.0% | $82,448-73.6% |
| Participation rate | 93.0% | 75.6%+17.3pp | 82.1%+10.9pp | 68.1%+24.9pp |
| Annual return | 181.98% | 27.59%+154.4pp | 66.58%+115.4pp | 41.64%+140.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,563 | $6,519+31.4% | $7,897+8.4% | $4,139+106.9% |
| Admin fee / account holder | $60 | $8,390-99.3% | $13,129-99.5% | $7,234-99.2% |