Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,619 | $150,442-98.3% | $136,295-98.1% | $147,585-98.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $1,728 | $5,256-67.1% | $4,695-63.2% | $4,876-64.6% |
| Participant deferral / active EE | $1,379 | $6,630-79.2% | $6,247-77.9% | $5,439-74.6% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |