Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,349 | $165,381-96.8% | $149,730-96.4% | $158,966-96.6% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 102.79% | 348.29%-245.5pp | 276.70%-173.9pp | 302.95%-200.2pp |
| Employer contribution / active EE | $1,417 | $5,104-72.2% | $4,645-69.5% | $4,762-70.2% |
| Participant deferral / active EE | $1,761 | $7,182-75.5% | $6,843-74.3% | $5,983-70.6% |
| Admin fee / account holder | $201 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |