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 | $9,624 | $116,175-91.7% | $93,609-89.7% | $152,870-93.7% |
| Participation rate | 70.0% | 78.0%-8.0pp | 75.8%-5.8pp | 82.4%-12.4pp |
| Annual return | 3135.01% | 35.96%+3099.1pp | 32.76%+3102.3pp | 345.34%+2789.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,095 | $4,603-76.2% | $4,069-73.1% | $5,850-81.3% |
| Admin fee / account holder | $221 | $10,748-97.9% | $7,889-97.2% | $11,597-98.1% |