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 | $789 | $125,797-99.4% | $170,043-99.5% | $75,173-99.0% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.1pp | 67.2%+29.0pp |
| Annual return | 34.28% | 27.20%+7.1pp | 53.40%-19.1pp | 160.72%-126.4pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $685 | $6,838-90.0% | $10,410-93.4% | $4,126-83.4% |
| Admin fee / account holder | $146 | $8,177-98.2% | $12,824-98.9% | $5,651-97.4% |