Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,558 | $78,694-92.9% | $67,652-91.8% | $125,389-95.6% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | -1.34% | 9.46%-10.8pp | 6625.40%-6626.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $682 | $3,044-77.6% | $2,266-69.9% | $4,866-86.0% |
| Participant deferral / active EE | $821 | $4,292-80.9% | $3,560-76.9% | $5,352-84.7% |
| Admin fee / account holder | $12 | $7,403-99.8% | $4,821-99.8% | $9,541-99.9% |