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.
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 | $5,249 | $70,002-92.5% | $115,038-95.4% | $52,331-90.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 999.42% | 4.04%+995.4pp | 26.14%+973.3pp | 4.54%+994.9pp |
| Employer contribution / active EE | $669 | $2,715-75.3% | $4,608-85.5% | $1,882-64.4% |
| Participant deferral / active EE | $1,834 | $4,920-62.7% | $6,026-69.6% | $3,022-39.3% |
| Admin fee / account holder | $53 | $566-90.6% | $8,175-99.3% | $592-91.0% |