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 | $6,934 | $180,749-96.2% | $160,784-95.7% | $137,256-94.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.28% | 2234.46%-2218.2pp | 1803.92%-1787.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $552 | $4,155-86.7% | $3,733-85.2% | $4,156-86.7% |
| Participant deferral / active EE | $679 | $6,844-90.1% | $6,293-89.2% | $6,407-89.4% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |