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 | $4,134 | $125,190-96.7% | $105,624-96.1% | $145,897-97.2% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 15.50% | 225.22%-209.7pp | 116.20%-100.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $927 | $3,720-75.1% | $3,168-70.7% | $4,663-80.1% |
| Participant deferral / active EE | $927 | $5,716-83.8% | $5,013-81.5% | $6,689-86.1% |
| Admin fee / account holder | $32 | $17,138-99.8% | $10,961-99.7% | $13,390-99.8% |