Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $674 | $52,380-98.7% | $98,864-99.3% | $85,851-99.2% |
| Participation rate | 83.3% | 58.0%+25.4pp | 65.7%+17.6pp | 69.3%+14.0pp |
| Annual return | 0.00% | 25.82%-25.8pp | 50.03%-50.0pp | 318.63%-318.6pp |
| Employer contribution / active EE | $245 | $1,337-81.7% | $2,070-88.2% | $2,565-90.4% |
| Participant deferral / active EE | $393 | $2,101-81.3% | $3,037-87.1% | $3,952-90.1% |
| Admin fee / account holder | $6 | $3,865-99.9% | $4,080-99.9% | $6,261-99.9% |