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 | $2,346 | $126,661-98.1% | $113,397-97.9% | $138,895-98.3% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 12.51% | 25.05%-12.5pp | 23.20%-10.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $350 | $5,693-93.9% | $5,076-93.1% | $6,396-94.5% |
| Admin fee / account holder | $55 | $14,549-99.6% | $11,957-99.5% | $12,562-99.6% |