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 | $8,928 | $105,198-91.5% | $159,455-94.4% | $85,856-89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.42% | 45.08%-28.7pp | 263.63%-247.2pp | 318.58%-302.2pp |
| Employer contribution / active EE | $880 | $3,319-73.5% | $4,830-81.8% | $2,565-65.7% |
| Participant deferral / active EE | $2,012 | $5,946-66.2% | $7,353-72.6% | $3,952-49.1% |
| Admin fee / account holder | $57 | $6,934-99.2% | $10,800-99.5% | $6,261-99.1% |