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 | $1,381 | $81,358-98.3% | $155,556-99.1% | $80,959-98.3% |
| Participation rate | 77.3% | 66.3%+11.0pp | 78.2%-1.0pp | 67.7%+9.6pp |
| Annual return | 12.39% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $533 | $3,455-84.6% | $5,631-90.5% | $4,300-87.6% |
| Admin fee / account holder | $173 | $7,994-97.8% | $15,885-98.9% | $6,925-97.5% |