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 | $688 | $89,259-99.2% | $107,187-99.4% | $82,637-99.2% |
| Participation rate | 82.4% | 67.9%+14.4pp | 75.0%+7.3pp | 68.1%+14.3pp |
| Annual return | 0.00% | 21.02%-21.0pp | 204.55%-204.5pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $593 | $4,037-85.3% | $5,096-88.4% | $4,126-85.6% |
| Admin fee / account holder | $8 | $7,381-99.9% | $9,162-99.9% | $7,339-99.9% |