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 | $309 | $29,319-98.9% | $52,425-99.4% | $82,448-99.6% |
| Participation rate | 81.8% | 46.9%+35.0pp | 55.6%+26.2pp | 68.1%+13.8pp |
| Annual return | 23.88% | 535.20%-511.3pp | 302.12%-278.2pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $136 | $1,171-88.4% | $1,790-92.4% | $4,139-96.7% |
| Admin fee / account holder | $115 | $1,962-94.1% | $2,495-95.4% | $7,234-98.4% |