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 | $1,305 | $77,908-98.3% | $149,696-99.1% | $75,173-98.3% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.4pp |
| Annual return | 27.65% | 31.73%-4.1pp | 134.46%-106.8pp | 160.72%-133.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $773 | $3,411-77.3% | $5,682-86.4% | $4,126-81.3% |
| Admin fee / account holder | $102 | $5,950-98.3% | $13,212-99.2% | $5,651-98.2% |