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 | $2,742 | $85,060-96.8% | $70,548-96.1% | $139,456-98.0% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 56.69% | 30.38%+26.3pp | 32.78%+23.9pp | 373.45%-316.8pp |
| Employer contribution / active EE | $696 | $3,911-82.2% | $2,975-76.6% | $4,753-85.4% |
| Participant deferral / active EE | $779 | $5,890-86.8% | $4,567-82.9% | $6,711-88.4% |
| Admin fee / account holder | $34 | $8,925-99.6% | $6,424-99.5% | $11,407-99.7% |