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 | $923 | $49,891-98.2% | $80,607-98.9% | $75,181-98.8% |
| Participation rate | 78.9% | 55.3%+23.6pp | 67.0%+11.9pp | 67.2%+11.7pp |
| Annual return | 15.93% | 34.67%-18.7pp | 936.11%-920.2pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $331 | $2,991-88.9% | $4,448-92.6% | $4,126-92.0% |
| Admin fee / account holder | $11 | $3,578-99.7% | $5,379-99.8% | $5,650-99.8% |