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 | $18,050 | $150,447-88.0% | $136,298-86.8% | $147,586-87.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.57% | 1049.15%-1008.6pp | 5156.27%-5115.7pp | 578.59%-538.0pp |
| Employer contribution / active EE | $383 | $5,256-92.7% | $4,696-91.9% | $4,876-92.2% |
| Participant deferral / active EE | $4,755 | $6,631-28.3% | $6,247-23.9% | $5,439-12.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |