Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $5,870 | $209,425-97.2% | $178,499-96.7% | $158,966-96.3% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,146 | $5,707-79.9% | $5,011-77.1% | $4,762-75.9% |
| Participant deferral / active EE | $2,937 | $5,955-50.7% | $5,202-43.5% | $5,983-50.9% |
| Admin fee / account holder | $140 | $17,078-99.2% | $13,986-99.0% | $11,250-98.8% |