Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,583 | $47,479-94.6% | $62,929-95.9% | $82,448-96.9% |
| Participation rate | 88.0% | 66.9%+21.1pp | 73.1%+14.9pp | 68.1%+19.9pp |
| Annual return | 202.63% | 20.34%+182.3pp | 1063.93%-861.3pp | 41.64%+161.0pp |
| Employer contribution / active EE | $391 | $1,885-79.3% | $2,505-84.4% | $2,551-84.7% |
| Participant deferral / active EE | $564 | $2,870-80.4% | $3,888-85.5% | $4,139-86.4% |
| Admin fee / account holder | $6 | $3,804-99.8% | $5,065-99.9% | $7,234-99.9% |