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 | $1,995 | $90,691-97.8% | $76,119-97.4% | $145,884-98.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 16.63% | 624.52%-607.9pp | 361.25%-344.6pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $984 | $5,167-81.0% | $4,259-76.9% | $6,690-85.3% |
| Admin fee / account holder | $287 | $8,383-96.6% | $6,421-95.5% | $13,392-97.9% |