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 | $674 | $48,337-98.6% | $67,560-99.0% | $80,959-99.2% |
| Participation rate | 80.5% | 66.4%+14.1pp | 72.9%+7.6pp | 67.7%+12.8pp |
| Annual return | 14.72% | 18.26%-3.5pp | 3533.50%-3518.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $311 | $2,928-89.4% | $4,004-92.2% | $4,300-92.8% |
| Admin fee / account holder | $3 | $3,695-99.9% | $3,994-99.9% | $6,925-100.0% |