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 | $595 | $45,872-98.7% | $77,100-99.2% | $68,490-99.1% |
| Participation rate | 84.1% | 55.9%+28.2pp | 67.9%+16.2pp | 67.9%+16.2pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $589 | $2,963-80.1% | $4,430-86.7% | $4,028-85.4% |
| Admin fee / account holder | $21 | $3,041-99.3% | $5,443-99.6% | $5,403-99.6% |