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 | $3,055 | $82,674-96.3% | $125,381-97.6% | $68,486-95.5% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,414 | $3,382-58.2% | $4,815-70.6% | $2,597-45.5% |
| Participant deferral / active EE | $1,498 | $6,111-75.5% | $7,448-79.9% | $4,028-62.8% |
| Admin fee / account holder | $164 | $6,277-97.4% | $10,007-98.4% | $5,404-97.0% |