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 | $1,636 | $69,012-97.6% | $160,009-99.0% | $68,486-97.6% |
| Participation rate | 97.6% | 65.4%+32.1pp | 78.0%+19.6pp | 67.9%+29.7pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $619 | $2,212-72.0% | $4,225-85.4% | $2,597-76.2% |
| Participant deferral / active EE | $1,014 | $4,212-75.9% | $6,183-83.6% | $4,028-74.8% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |