Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,300 | $47,479-97.3% | $62,929-97.9% | $82,448-98.4% |
| Participation rate | 82.8% | 66.9%+15.9pp | 73.1%+9.6pp | 68.1%+14.7pp |
| Annual return | 26.24% | 20.34%+5.9pp | 1063.93%-1037.7pp | 41.64%-15.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $438 | $2,870-84.8% | $3,888-88.7% | $4,139-89.4% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |