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 | $731 | $25,014-97.1% | $69,623-99.0% | $80,935-99.1% |
| Participation rate | 88.1% | 64.2%+23.9pp | 66.4%+21.7pp | 67.7%+20.4pp |
| Annual return | 48.23% | 19.08%+29.2pp | 101.23%-53.0pp | 35.66%+12.6pp |
| Employer contribution / active EE | $622 | $991-37.2% | $1,709-63.6% | $2,757-77.4% |
| Participant deferral / active EE | $697 | $1,840-62.1% | $2,890-75.9% | $4,299-83.8% |
| Admin fee / account holder | $105 | $2,491-95.8% | $4,696-97.8% | $6,924-98.5% |