Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,438 | $102,385-89.8% | $147,080-92.9% | $80,935-87.1% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 12.91% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $438 | $6,651-93.4% | $8,066-94.6% | $4,299-89.8% |
| Admin fee / account holder | $171 | $7,951-97.9% | $12,989-98.7% | $6,924-97.5% |