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 | $1,377 | $58,258-97.6% | $81,820-98.3% | $80,925-98.3% |
| Participation rate | 80.6% | 63.5%+17.1pp | 72.4%+8.2pp | 67.7%+12.9pp |
| Annual return | 11.40% | 41.76%-30.4pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $476 | $3,284-85.5% | $4,323-89.0% | $4,299-88.9% |
| Admin fee / account holder | $178 | $4,976-96.4% | $7,391-97.6% | $6,940-97.4% |