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 | $3,380 | $102,938-96.7% | $94,105-96.4% | $138,895-97.6% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 69.00% | 250.28%-181.3pp | 204.55%-135.6pp | 145.39%-76.4pp |
| Employer contribution / active EE | $329 | $2,732-88.0% | $2,504-86.9% | $4,194-92.2% |
| Participant deferral / active EE | $530 | $4,196-87.4% | $3,881-86.3% | $6,396-91.7% |
| Admin fee / account holder | $122 | $6,600-98.1% | $6,199-98.0% | $12,562-99.0% |