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 | $4,183 | $176,105-97.6% | $159,474-97.4% | $167,536-97.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.41% | 331.91%-308.5pp | 263.68%-240.3pp | 478.82%-455.4pp |
| Employer contribution / active EE | $1,407 | $5,299-73.4% | $4,831-70.9% | $4,839-70.9% |
| Participant deferral / active EE | $2,411 | $7,751-68.9% | $7,353-67.2% | $6,342-62.0% |
| Admin fee / account holder | $61 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |