Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,260 | $98,776-98.7% | $149,745-99.2% | $79,856-98.4% |
| Participation rate | 76.6% | 75.8%+0.8pp | 82.5%-5.9pp | 69.6%+7.0pp |
| Annual return | 36.24% | 27.38%+8.9pp | 276.72%-240.5pp | 31.71%+4.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $700 | $5,681-87.7% | $6,843-89.8% | $3,741-81.3% |
| Admin fee / account holder | $114 | $6,053-98.1% | $9,312-98.8% | $5,306-97.9% |