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 | $612 | $93,117-99.3% | $77,096-99.2% | $134,532-99.5% |
| Participation rate | 82.6% | 74.5%+8.1pp | 67.9%+14.7pp | 81.2%+1.4pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $526 | $5,241-90.0% | $4,429-88.1% | $6,401-91.8% |
| Admin fee / account holder | $5 | $6,948-99.9% | $5,428-99.9% | $11,429-100.0% |