Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,134 | $138,078-93.4% | $125,363-92.7% | $134,509-93.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.29% | 750.49%-767.8pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,538 | $5,245-70.7% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $2,238 | $7,800-71.3% | $7,447-69.9% | $6,400-65.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |