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 | $4,037 | $91,559-95.6% | $133,959-97.0% | $79,858-94.9% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $841 | $2,384-64.7% | $3,919-78.5% | $2,471-66.0% |
| Participant deferral / active EE | $1,662 | $3,734-55.5% | $5,047-67.1% | $3,740-55.6% |
| Admin fee / account holder | $14 | $6,321-99.8% | $8,928-99.8% | $5,306-99.7% |