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 | $961 | $42,910-97.8% | $60,919-98.4% | $68,490-98.6% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $487 | $1,978-75.4% | $2,704-82.0% | $2,597-81.2% |
| Participant deferral / active EE | $504 | $2,866-82.4% | $3,814-86.8% | $4,028-87.5% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |