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 | $691 | $55,902-98.8% | $76,030-99.1% | $80,959-99.1% |
| Participation rate | 86.2% | 62.1%+24.1pp | 69.1%+17.1pp | 67.7%+18.5pp |
| Annual return | 14.45% | 20.59%-6.1pp | 361.54%-347.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $642 | $3,051-79.0% | $4,257-84.9% | $4,300-85.1% |
| Admin fee / account holder | $65 | $5,239-98.8% | $6,421-99.0% | $6,925-99.1% |