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.
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 | $7,074 | $160,028-95.6% | $147,080-95.2% | $145,884-95.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 22.32% | 98.60%-76.3pp | 420.17%-397.8pp | 551.85%-529.5pp |
| Employer contribution / active EE | $1,551 | $5,286-70.7% | $4,933-68.6% | $4,662-66.7% |
| Participant deferral / active EE | $2,463 | $8,422-70.8% | $8,066-69.5% | $6,690-63.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |