Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,181 | $54,380-79.4% | $68,509-83.7% | $59,633-81.3% |
| Participation rate | 83.9% | 70.2%+13.7pp | 74.7%+9.1pp | 68.7%+15.2pp |
| Annual return | 1.49% | 2.83%-1.3pp | 8.27%-6.8pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,394 | $2,643-9.4% | $3,382-29.2% | $3,192-25.0% |
| Admin fee / account holder | $190 | $3,885-95.1% | $5,275-96.4% | $4,297-95.6% |