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 | $3,270 | $58,258-94.4% | $81,820-96.0% | $80,925-96.0% |
| Participation rate | 84.6% | 63.5%+21.2pp | 72.4%+12.2pp | 67.7%+17.0pp |
| Annual return | 14.35% | 41.76%-27.4pp | 777.93%-763.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $444 | $2,345-81.1% | $2,915-84.8% | $2,756-83.9% |
| Participant deferral / active EE | $518 | $3,284-84.2% | $4,323-88.0% | $4,299-88.0% |
| Admin fee / account holder | $246 | $4,976-95.1% | $7,391-96.7% | $6,940-96.5% |