Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,120 | $209,422-95.2% | $178,503-94.3% | $158,982-93.6% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 29.43% | 188.81%-159.4pp | 151.12%-121.7pp | 302.99%-273.6pp |
| Employer contribution / active EE | $1,891 | $5,707-66.9% | $5,011-62.3% | $4,763-60.3% |
| Participant deferral / active EE | $1,907 | $5,955-68.0% | $5,202-63.3% | $5,983-68.1% |
| Admin fee / account holder | $208 | $17,079-98.8% | $13,987-98.5% | $11,252-98.2% |