Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,610 | $111,878-95.0% | $93,727-94.0% | $145,897-96.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 12.03% | 204.28%-192.2pp | 133.83%-121.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $942 | $3,092-69.5% | $2,421-61.1% | $4,663-79.8% |
| Participant deferral / active EE | $1,045 | $4,920-78.8% | $4,417-76.3% | $6,689-84.4% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |