Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,390 | $165,399-87.1% | $149,745-85.7% | $158,982-86.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.44% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $2,237 | $5,105-56.2% | $4,646-51.9% | $4,763-53.0% |
| Participant deferral / active EE | $2,237 | $7,183-68.9% | $6,843-67.3% | $5,983-62.6% |
| Admin fee / account holder | $68 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |