Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,057 | $92,743-97.8% | $82,744-97.5% | $134,532-98.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.37% | 946.63%-945.3pp | 702.22%-700.8pp | 418.27%-416.9pp |
| Employer contribution / active EE | $599 | $3,273-81.7% | $3,008-80.1% | $4,741-87.4% |
| Participant deferral / active EE | $653 | $4,802-86.4% | $4,395-85.1% | $6,401-89.8% |
| Admin fee / account holder | $26 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |