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 | $859 | $97,125-99.1% | $86,233-99.0% | $137,256-99.4% |
| Participation rate | 82.4% | 74.2%+8.2pp | 69.0%+13.3pp | 80.0%+2.4pp |
| Annual return | 25.71% | 74.19%-48.5pp | 61.39%-35.7pp | 220.34%-194.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $222 | $5,180-95.7% | $4,559-95.1% | $6,407-96.5% |
| Admin fee / account holder | $27 | $9,725-99.7% | $8,342-99.7% | $12,270-99.8% |