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 | $1,843 | $65,361-97.2% | $92,903-98.0% | $72,983-97.5% |
| Participation rate | 84.8% | 68.3%+16.5pp | 76.0%+8.8pp | 69.5%+15.4pp |
| Annual return | 37.03% | 42.11%-5.1pp | 109.43%-72.4pp | 81.01%-44.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,079 | $3,128-65.5% | $4,238-74.5% | $3,608-70.1% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,795-99.8% | $5,124-99.8% |