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 | $839 | $49,891-98.3% | $80,607-99.0% | $75,181-98.9% |
| Participation rate | 82.9% | 55.3%+27.6pp | 67.0%+15.9pp | 67.2%+15.7pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $354 | $1,698-79.1% | $2,724-87.0% | $2,671-86.7% |
| Participant deferral / active EE | $373 | $2,991-87.5% | $4,448-91.6% | $4,126-90.9% |
| Admin fee / account holder | $5 | $3,578-99.9% | $5,379-99.9% | $5,650-99.9% |