Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,233 | $111,830-98.0% | $93,696-97.6% | $145,884-98.5% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 17.44% | 204.08%-186.6pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $970 | $4,920-80.3% | $4,417-78.0% | $6,690-85.5% |
| Admin fee / account holder | $20 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |