Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,194 | $77,908-98.5% | $149,696-99.2% | $75,173-98.4% |
| Participation rate | 72.9% | 65.6%+7.3pp | 78.8%-5.9pp | 67.2%+5.7pp |
| Annual return | 22.58% | 31.73%-9.1pp | 134.46%-111.9pp | 160.72%-138.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $599 | $3,411-82.4% | $5,682-89.5% | $4,126-85.5% |
| Admin fee / account holder | $210 | $5,950-96.5% | $13,212-98.4% | $5,651-96.3% |