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 | $9,550 | $58,828-83.8% | $78,002-87.8% | $62,881-84.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.28% | 17.16%-11.9pp | 425.99%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,916 | $1,672+14.6% | $2,470-22.5% | $2,281-16.0% |
| Participant deferral / active EE | $250 | $2,686-90.7% | $3,497-92.8% | $3,203-92.2% |
| Admin fee / account holder | $237 | $4,393-94.6% | $5,481-95.7% | $4,296-94.5% |