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 | $4,605 | $117,829-96.1% | $102,423-95.5% | $145,877-96.8% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.5pp |
| Annual return | 8.92% | 31.83%-22.9pp | 29.42%-20.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,583 | $5,732-72.4% | $5,054-68.7% | $6,691-76.3% |
| Admin fee / account holder | $127 | $13,335-99.0% | $9,455-98.7% | $13,402-99.1% |