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.
Employer 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 | $5,077 | $96,388-94.7% | $80,627-93.7% | $139,466-96.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.79% | 1352.08%-1337.3pp | 936.76%-922.0pp | 373.66%-358.9pp |
| Employer contribution / active EE | $126 | $3,260-96.1% | $2,723-95.4% | $4,754-97.4% |
| Participant deferral / active EE | $1,705 | $5,224-67.4% | $4,443-61.6% | $6,712-74.6% |
| Admin fee / account holder | $132 | $6,603-98.0% | $5,381-97.5% | $11,409-98.8% |