Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,867 | $68,097-97.3% | $62,929-97.0% | $137,256-98.6% |
| Participation rate | 82.4% | 77.4%+4.9pp | 73.1%+9.2pp | 80.0%+2.4pp |
| Annual return | 27.82% | 1859.11%-1831.3pp | 1063.93%-1036.1pp | 220.34%-192.5pp |
| Employer contribution / active EE | $277 | $2,811-90.1% | $2,505-88.9% | $4,156-93.3% |
| Participant deferral / active EE | $518 | $4,553-88.6% | $3,888-86.7% | $6,407-91.9% |
| Admin fee / account holder | $37 | $6,521-99.4% | $5,065-99.3% | $12,270-99.7% |