Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,078 | $217,432-98.1% | $185,849-97.8% | $167,536-97.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.34% | 148.42%-139.1pp | 122.10%-112.8pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,586 | $5,875-73.0% | $5,169-69.3% | $4,839-67.2% |
| Participant deferral / active EE | $1,961 | $6,357-69.2% | $5,569-64.8% | $6,342-69.1% |
| Admin fee / account holder | $106 | $19,818-99.5% | $16,244-99.4% | $12,315-99.1% |