Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $953 | $79,045-98.8% | $100,378-99.1% | $74,429-98.7% |
| Participation rate | 81.0% | 79.4%+1.6pp | 81.5%-0.5pp | 67.2%+13.8pp |
| Annual return | 16.07% | 20.61%-4.5pp | 49.41%-33.3pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $298 | $7,751-96.2% | $8,087-96.3% | $4,348-93.2% |
| Admin fee / account holder | $3 | $1,335-99.8% | $7,899-100.0% | $1,944-99.8% |