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 | $3,064 | $108,922-97.2% | $100,398-96.9% | $145,978-97.9% |
| Participation rate | 90.9% | 83.0%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 32.25% | 58.04%-25.8pp | 49.32%-17.1pp | 550.52%-518.3pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,910 | $8,450-77.4% | $8,084-76.4% | $6,690-71.4% |
| Admin fee / account holder | $104 | $9,680-98.9% | $7,893-98.7% | $13,400-99.2% |