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 | $1,453 | $81,476-98.2% | $102,383-98.6% | $80,925-98.2% |
| Participation rate | 71.1% | 66.8%+4.3pp | 74.5%-3.4pp | 67.7%+3.5pp |
| Annual return | 14.22% | 25.59%-11.4pp | 24.94%-10.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $503 | $3,871-87.0% | $5,060-90.1% | $4,299-88.3% |
| Admin fee / account holder | $9 | $6,717-99.9% | $8,391-99.9% | $6,940-99.9% |