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 | $1,630 | $53,063-96.9% | $124,206-98.7% | $82,637-98.0% |
| Participation rate | 83.3% | 58.4%+24.9pp | 69.6%+13.8pp | 68.1%+15.3pp |
| Annual return | 14.06% | 68.87%-54.8pp | 515.27%-501.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $505 | $2,644-80.9% | $3,968-87.3% | $4,126-87.8% |
| Admin fee / account holder | $18 | $4,281-99.6% | $5,929-99.7% | $7,339-99.8% |