Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $3,870 | $56,116-93.1% | $135,768-97.1% | $86,983-95.6% |
| Participation rate | 81.7% | 60.1%+21.6pp | 71.1%+10.6pp | 69.5%+12.2pp |
| Annual return | 20.81% | 125.33%-104.5pp | 526.10%-505.3pp | 25.83%-5.0pp |
| Employer contribution / active EE | $32 | $1,528-97.9% | $3,394-99.1% | $2,584-98.8% |
| Participant deferral / active EE | $1,266 | $2,690-52.9% | $3,977-68.2% | $4,194-69.8% |
| Admin fee / account holder | $175 | $4,314-95.9% | $7,048-97.5% | $7,856-97.8% |