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 | $2,531 | $93,589-97.3% | $135,942-98.1% | $75,181-96.6% |
| Participation rate | 82.1% | 75.2%+7.0pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,237 | $6,405-65.1% | $7,759-71.2% | $4,126-45.8% |
| Admin fee / account holder | $217 | $6,977-96.9% | $10,764-98.0% | $5,650-96.2% |