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 | $782 | $46,596-98.3% | $64,099-98.8% | $75,181-99.0% |
| Participation rate | 71.1% | 65.9%+5.1pp | 72.3%-1.3pp | 67.2%+3.9pp |
| Annual return | 27.18% | 26.04%+1.1pp | 33.70%-6.5pp | 160.69%-133.5pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $392 | $2,837-86.2% | $3,881-89.9% | $4,126-90.5% |
| Admin fee / account holder | $44 | $2,954-98.5% | $3,070-98.6% | $5,650-99.2% |