Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,501 | $157,296-97.1% | $141,191-96.8% | $152,897-97.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 110.70% | 64.34%+46.4pp | 71.41%+39.3pp | 345.43%-234.7pp |
| Employer contribution / active EE | $1,026 | $5,262-80.5% | $4,736-78.3% | $4,764-78.5% |
| Participant deferral / active EE | $2,156 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $10 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |