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 | $2,026 | $102,663-98.0% | $86,216-97.6% | $139,466-98.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 172.51% | 1924.52%-1752.0pp | 1169.42%-996.9pp | 373.66%-201.1pp |
| Employer contribution / active EE | $869 | $3,035-71.4% | $2,382-63.5% | $4,754-81.7% |
| Participant deferral / active EE | $878 | $4,677-81.2% | $3,986-78.0% | $6,712-86.9% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |