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 | $825 | $96,419-99.1% | $80,648-99.0% | $139,487-99.4% |
| Participation rate | 73.9% | 73.6%+0.3pp | 67.0%+6.9pp | 80.3%-6.4pp |
| Annual return | 27.72% | 1352.86%-1325.1pp | 937.21%-909.5pp | 373.84%-346.1pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $377 | $5,225-92.8% | $4,443-91.5% | $6,713-94.4% |
| Admin fee / account holder | $30 | $6,605-99.5% | $5,382-99.4% | $11,407-99.7% |