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 | $3,363 | $87,132-96.1% | $105,624-96.8% | $80,959-95.8% |
| Participation rate | 92.5% | 70.4%+22.1pp | 75.3%+17.2pp | 67.7%+24.8pp |
| Annual return | 11.63% | 17.03%-5.4pp | 116.20%-104.6pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,252 | $3,985-68.6% | $5,013-75.0% | $4,300-70.9% |
| Admin fee / account holder | $282 | $8,449-96.7% | $10,961-97.4% | $6,925-95.9% |