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 | $932 | $58,099-98.4% | $76,872-98.8% | $75,173-98.8% |
| Participation rate | 84.2% | 63.9%+20.3pp | 69.6%+14.6pp | 67.2%+17.0pp |
| Annual return | 30.57% | 26.71%+3.9pp | 37.90%-7.3pp | 160.72%-130.2pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $661 | $2,999-78.0% | $3,832-82.8% | $4,126-84.0% |
| Admin fee / account holder | $98 | $4,778-97.9% | $5,476-98.2% | $5,651-98.3% |