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 | $2,442 | $125,237-98.1% | $105,608-97.7% | $145,877-98.3% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 16.02% | 225.76%-209.7pp | 116.50%-100.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,137 | $5,711-80.1% | $5,010-77.3% | $6,691-83.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |