Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,841 | $175,259-97.2% | $149,723-96.8% | $139,487-96.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 28.43% | 166.82%-138.4pp | 134.50%-106.1pp | 373.84%-345.4pp |
| Employer contribution / active EE | $1,157 | $5,478-78.9% | $4,821-76.0% | $4,755-75.7% |
| Participant deferral / active EE | $1,883 | $6,522-71.1% | $5,682-66.9% | $6,713-72.0% |
| Admin fee / account holder | $21 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |