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 | $8,191 | $159,978-94.9% | $147,041-94.4% | $145,978-94.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 25.48% | 98.36%-72.9pp | 419.21%-393.7pp | 550.52%-525.0pp |
| Employer contribution / active EE | $2,407 | $5,288-54.5% | $4,935-51.2% | $4,662-48.4% |
| Participant deferral / active EE | $2,371 | $8,429-71.9% | $8,071-70.6% | $6,690-64.6% |
| Admin fee / account holder | $164 | $15,053-98.9% | $13,006-98.7% | $13,400-98.8% |