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 | $7,986 | $150,447-94.7% | $136,298-94.1% | $147,586-94.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 28.01% | 1049.15%-1021.1pp | 5156.27%-5128.3pp | 578.59%-550.6pp |
| Employer contribution / active EE | $993 | $5,256-81.1% | $4,696-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $1,863 | $6,631-71.9% | $6,247-70.2% | $5,439-65.7% |
| Admin fee / account holder | $17 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |