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 | $984 | $72,071-98.6% | $68,368-98.6% | $137,256-99.3% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 23.74% | 353.14%-329.4pp | 292.57%-268.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $272 | $4,410-93.8% | $4,123-93.4% | $6,407-95.8% |
| Admin fee / account holder | $35 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |