Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,599 | $136,860-87.1% | $120,344-85.4% | $154,746-88.6% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.7%+7.9pp | 80.7%+3.9pp |
| Annual return | 18.51% | 21.38%-2.9pp | 20.30%-1.8pp | 172.34%-153.8pp |
| Employer contribution / active EE | $335 | $3,533-90.5% | $3,020-88.9% | $4,379-92.4% |
| Participant deferral / active EE | $3,352 | $5,793-42.1% | $5,135-34.7% | $6,730-50.2% |
| Admin fee / account holder | $283 | $15,393-98.2% | $12,742-97.8% | $14,365-98.0% |