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 | $1,228 | $112,729-98.9% | $98,716-98.8% | $137,256-99.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 29.03% | 38.48%-9.4pp | 31.81%-2.8pp | 220.34%-191.3pp |
| Employer contribution / active EE | $590 | $2,725-78.3% | $2,279-74.1% | $4,156-85.8% |
| Participant deferral / active EE | $185 | $4,640-96.0% | $4,048-95.4% | $6,407-97.1% |
| Admin fee / account holder | $4 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |