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 | $7,234 | $160,070-95.5% | $147,117-95.1% | $145,897-95.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 98.69%-83.0pp | 420.54%-404.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,584 | $5,285-70.0% | $4,932-67.9% | $4,663-66.0% |
| Participant deferral / active EE | $1,584 | $8,419-81.2% | $8,065-80.4% | $6,689-76.3% |
| Admin fee / account holder | $32 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |