Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,786 | $176,071-92.7% | $159,450-92.0% | $167,497-92.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.79%-331.8pp | 263.60%-263.6pp | 478.62%-478.6pp |
| Employer contribution / active EE | $1,328 | $5,298-74.9% | $4,830-72.5% | $4,838-72.5% |
| Participant deferral / active EE | $1,562 | $7,750-79.9% | $7,352-78.8% | $6,341-75.4% |
| Admin fee / account holder | $90 | $12,555-99.3% | $10,800-99.2% | $12,310-99.3% |