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 | $21,000 | $180,459-88.4% | $154,108-86.4% | $135,380-84.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.25% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $1,093 | $6,035-81.9% | $5,298-79.4% | $4,779-77.1% |
| Participant deferral / active EE | $2,317 | $5,806-60.1% | $5,081-54.4% | $5,609-58.7% |
| Admin fee / account holder | $46 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |