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 | $5,687 | $117,829-95.2% | $102,423-94.4% | $145,877-96.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 41.24% | 31.83%+9.4pp | 29.42%+11.8pp | 551.28%-510.0pp |
| Employer contribution / active EE | $1,718 | $3,615-52.5% | $3,023-43.2% | $4,663-63.2% |
| Participant deferral / active EE | $1,750 | $5,732-69.5% | $5,054-65.4% | $6,691-73.8% |
| Admin fee / account holder | $1 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |