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 | $4,683 | $110,212-95.8% | $96,534-95.1% | $139,466-96.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.3pp | 80.3%-7.6pp |
| Annual return | 22.73% | 26.42%-3.7pp | 25.88%-3.2pp | 373.66%-350.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,476 | $5,547-73.4% | $4,851-69.6% | $6,712-78.0% |
| Admin fee / account holder | $23 | $11,599-99.8% | $8,253-99.7% | $11,409-99.8% |