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 | $1,114 | $100,139-98.9% | $85,187-98.7% | $145,884-99.2% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 16.77% | 84.15%-67.4pp | 66.67%-49.9pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $242 | $5,296-95.4% | $4,525-94.6% | $6,690-96.4% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |