Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,101 | $50,554-89.9% | $67,681-92.5% | $87,485-94.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.03% | 17.81%-2.8pp | 590.58%-575.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $990 | $1,988-50.2% | $2,678-63.0% | $2,596-61.9% |
| Participant deferral / active EE | $424 | $2,961-85.7% | $3,976-89.3% | $4,274-90.1% |
| Admin fee / account holder | $192 | $4,132-95.3% | $6,100-96.8% | $7,775-97.5% |