Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,347 | $217,432-98.9% | $185,849-98.7% | $167,536-98.6% |
| Participation rate | 86.4% | 86.1%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 17.10% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $865 | $6,357-86.4% | $5,569-84.5% | $6,342-86.4% |
| Admin fee / account holder | $24 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |