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 | $6,285 | $108,897-94.2% | $100,378-93.7% | $145,877-95.7% |
| Participation rate | 81.3% | 83.0%-1.7pp | 81.5%-0.3pp | 80.3%+0.9pp |
| Annual return | 14.92% | 58.17%-43.3pp | 49.41%-34.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,222 | $4,420-72.3% | $3,942-69.0% | $4,663-73.8% |
| Participant deferral / active EE | $2,176 | $8,455-74.3% | $8,087-73.1% | $6,691-67.5% |
| Admin fee / account holder | $67 | $9,690-99.3% | $7,899-99.2% | $13,402-99.5% |