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 | $3,111 | $201,370-98.5% | $184,256-98.3% | $145,897-97.9% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 18.47% | 29.05%-10.6pp | 28.85%-10.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,390 | $9,808-85.8% | $9,133-84.8% | $6,689-79.2% |
| Admin fee / account holder | $160 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |