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 | $9,102 | $102,393-91.1% | $147,041-93.8% | $80,911-88.8% |
| Participation rate | 91.8% | 75.9%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 17.38% | 134.95%-117.6pp | 419.21%-401.8pp | 35.63%-18.3pp |
| Employer contribution / active EE | $1,777 | $3,715-52.2% | $4,935-64.0% | $2,756-35.5% |
| Participant deferral / active EE | $2,257 | $6,647-66.0% | $8,071-72.0% | $4,297-47.5% |
| Admin fee / account holder | $243 | $7,943-96.9% | $13,006-98.1% | $6,935-96.5% |