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 | $908 | $81,331-98.9% | $155,534-99.4% | $80,935-98.9% |
| Participation rate | 76.7% | 66.3%+10.5pp | 78.2%-1.5pp | 67.7%+9.1pp |
| Annual return | 12.93% | 33.37%-20.4pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $385 | $3,454-88.8% | $5,630-93.2% | $4,299-91.0% |
| Admin fee / account holder | $21 | $7,999-99.7% | $15,900-99.9% | $6,924-99.7% |