Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $11,768 | $184,000-93.6% | $162,185-92.7% | $152,909-92.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.80%-150.8pp | 115.61%-115.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $703 | $6,370-89.0% | $5,613-87.5% | $4,764-85.3% |
| Participant deferral / active EE | $10,513 | $8,033+30.9% | $7,297+44.1% | $5,851+79.7% |
| Admin fee / account holder | $8 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |