Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,708 | $168,635-90.1% | $147,617-88.7% | $125,389-86.7% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -2.65% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,328 | $6,252-78.8% | $5,564-76.1% | $4,866-72.7% |
| Participant deferral / active EE | $830 | $5,507-84.9% | $4,895-83.0% | $5,352-84.5% |
| Admin fee / account holder | $73 | $13,580-99.5% | $11,612-99.4% | $9,541-99.2% |