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 | $784 | $57,119-98.6% | $85,187-99.1% | $80,935-99.0% |
| Participation rate | 75.7% | 56.4%+19.3pp | 67.5%+8.2pp | 67.7%+8.0pp |
| Annual return | 16.79% | 21.70%-4.9pp | 66.67%-49.9pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $273 | $3,115-91.2% | $4,525-94.0% | $4,299-93.6% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |