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 | $3,261 | $124,314-97.4% | $109,163-97.0% | $167,518-98.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.93% | 26.04%-4.1pp | 25.75%-3.8pp | 478.71%-456.8pp |
| Employer contribution / active EE | $951 | $4,209-77.4% | $3,723-74.4% | $4,838-80.3% |
| Participant deferral / active EE | $1,427 | $5,256-72.9% | $4,654-69.3% | $6,342-77.5% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |