Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $17,612 | $127,100-86.1% | $105,738-83.3% | $135,379-87.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -8.90% | 4.49%-13.4pp | 6.27%-15.2pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,263 | $4,107-69.2% | $3,268-61.3% | $4,779-73.6% |
| Participant deferral / active EE | $2,081 | $5,064-58.9% | $4,080-49.0% | $5,609-62.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |