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 | $13,150 | $226,090-94.2% | $182,531-92.8% | $152,885-91.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 26.78% | 192.57%-165.8pp | 148.57%-121.8pp | 345.39%-318.6pp |
| Employer contribution / active EE | $722 | $4,978-85.5% | $4,075-82.3% | $4,763-84.8% |
| Participant deferral / active EE | $819 | $6,369-87.1% | $5,525-85.2% | $5,851-86.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |