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.
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 | $25,593 | $67,602-62.1% | $82,312-68.9% | $70,126-63.5% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 14.85% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,845 | $1,755+5.1% | $2,428-24.0% | $2,343-21.2% |
| Participant deferral / active EE | $1,308 | $2,987-56.2% | $3,706-64.7% | $3,332-60.7% |
| Admin fee / account holder | $160 | $4,512-96.5% | $5,608-97.2% | $4,645-96.6% |