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 | $4,866 | $203,483-97.6% | $152,473-96.8% | $167,536-97.1% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.2%+5.1pp | 82.1%+1.2pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.59%-757.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,898 | $5,219-63.6% | $4,326-56.1% | $4,839-60.8% |
| Participant deferral / active EE | $2,148 | $6,711-68.0% | $5,817-63.1% | $6,342-66.1% |
| Admin fee / account holder | $1 | $22,521-100.0% | $15,811-100.0% | $12,315-100.0% |