Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,366 | $106,749-95.9% | $145,433-97.0% | $82,448-94.7% |
| Participation rate | 82.3% | 75.6%+6.6pp | 82.1%+0.2pp | 68.1%+14.2pp |
| Annual return | 23.00% | 27.59%-4.6pp | 66.58%-43.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,743 | $6,519-73.3% | $7,897-77.9% | $4,139-57.9% |
| Admin fee / account holder | $274 | $8,390-96.7% | $13,129-97.9% | $7,234-96.2% |