Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,596 | $114,199-98.6% | $119,237-98.7% | $167,553-99.0% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.1%-2.1pp |
| Annual return | 16.13% | 29.88%-13.8pp | 30.70%-14.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $0 | $4,480-100.0% | $4,383-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $560 | $6,086-90.8% | $6,112-90.8% | $6,343-91.2% |
| Admin fee / account holder | $0 | $8,939-100.0% | $7,229-100.0% | $12,316-100.0% |