Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,560 | $138,068-90.9% | $125,358-90.0% | $134,493-90.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2557.41% | 750.30%+1807.1pp | 572.03%+1985.4pp | 418.01%+2139.4pp |
| Employer contribution / active EE | $1,437 | $5,244-72.6% | $4,814-70.2% | $4,740-69.7% |
| Participant deferral / active EE | $1,796 | $7,799-77.0% | $7,447-75.9% | $6,400-71.9% |
| Admin fee / account holder | $12 | $11,568-99.9% | $10,007-99.9% | $11,425-99.9% |