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 | $5,118 | $80,985-93.7% | $96,576-94.7% | $75,181-93.2% |
| Participation rate | 70.7% | 71.8%-1.1pp | 76.0%-5.2pp | 67.2%+3.5pp |
| Annual return | 14.49% | 27.05%-12.6pp | 25.87%-11.4pp | 160.69%-146.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,389 | $3,929-64.7% | $4,851-71.4% | $4,126-66.3% |
| Admin fee / account holder | $61 | $6,719-99.1% | $8,253-99.3% | $5,650-98.9% |