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 | $2,343 | $162,529-98.6% | $130,788-98.2% | $154,746-98.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 21.20% | 510.48%-489.3pp | 386.44%-365.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $197 | $4,447-95.6% | $3,558-94.5% | $4,379-95.5% |
| Participant deferral / active EE | $385 | $4,808-92.0% | $4,137-90.7% | $6,730-94.3% |
| Admin fee / account holder | $110 | $7,669-98.6% | $6,673-98.3% | $14,365-99.2% |