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 | $21,011 | $198,457-89.4% | $170,435-87.7% | $147,586-85.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.05% | 257.30%-247.3pp | 205.94%-195.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $2,278 | $6,183-63.2% | $5,432-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $1,751 | $5,629-68.9% | $4,939-64.6% | $5,439-67.8% |
| Admin fee / account holder | $146 | $16,852-99.1% | $13,881-99.0% | $10,886-98.7% |