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 | $8,792 | $112,121-92.2% | $95,960-90.8% | $158,966-94.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.44% | 171.16%-153.7pp | 91.63%-74.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,341 | $3,199-58.1% | $2,541-47.2% | $4,762-71.8% |
| Participant deferral / active EE | $870 | $4,784-81.8% | $4,167-79.1% | $5,983-85.5% |
| Admin fee / account holder | $49 | $10,135-99.5% | $6,797-99.3% | $11,250-99.6% |