Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $464 | $137,414-99.7% | $189,545-99.8% | $85,851-99.5% |
| Participation rate | 73.0% | 84.6%-11.6pp | 87.8%-14.8pp | 69.3%+3.7pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.36%-555.4pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $345 | $6,260-94.5% | $8,220-95.8% | $3,952-91.3% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |