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 | $1,233 | $81,331-98.5% | $155,534-99.2% | $80,935-98.5% |
| Participation rate | 85.2% | 66.3%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 13.47% | 33.37%-19.9pp | 64.92%-51.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $548 | $3,454-84.1% | $5,630-90.3% | $4,299-87.3% |
| Admin fee / account holder | $169 | $7,999-97.9% | $15,900-98.9% | $6,924-97.6% |