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 | $483 | $57,590-99.2% | $86,233-99.4% | $82,448-99.4% |
| Participation rate | 89.2% | 57.9%+31.4pp | 69.0%+20.2pp | 68.1%+21.2pp |
| Annual return | 24.99% | 22.41%+2.6pp | 61.39%-36.4pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $522 | $3,080-83.1% | $4,559-88.6% | $4,139-87.4% |
| Admin fee / account holder | $79 | $4,730-98.3% | $8,342-99.1% | $7,234-98.9% |