Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,818 | $180,462-89.0% | $154,111-87.1% | $135,379-85.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.21% | 888.17%-888.4pp | 735.18%-735.4pp | 519.79%-520.0pp |
| Employer contribution / active EE | $992 | $6,036-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $3,524 | $5,806-39.3% | $5,081-30.6% | $5,609-37.2% |
| Admin fee / account holder | $67 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |