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.
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 | $8,835 | $125,190-92.9% | $105,624-91.6% | $145,897-93.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 225.22%-209.2pp | 116.20%-100.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,081 | $3,720-70.9% | $3,168-65.9% | $4,663-76.8% |
| Participant deferral / active EE | $1,081 | $5,716-81.1% | $5,013-78.4% | $6,689-83.8% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |