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 | $4,459 | $138,102-96.8% | $125,381-96.4% | $134,532-96.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.18% | 750.73%-769.9pp | 572.31%-591.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $997 | $5,245-81.0% | $4,815-79.3% | $4,741-79.0% |
| Participant deferral / active EE | $1,335 | $7,801-82.9% | $7,448-82.1% | $6,401-79.1% |
| Admin fee / account holder | $39 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |