Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,041 | $49,025-97.9% | $87,502-98.8% | $62,881-98.3% |
| Participation rate | 77.1% | 64.9%+12.3pp | 73.8%+3.3pp | 69.3%+7.8pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $246 | $1,372-82.1% | $2,550-90.4% | $2,281-89.2% |
| Participant deferral / active EE | $685 | $2,289-70.1% | $3,149-78.2% | $3,203-78.6% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |