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 | $15,872 | $176,838-91.0% | $146,685-89.2% | $167,518-90.5% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 7.75% | 24.04%-16.3pp | 22.75%-15.0pp | 478.71%-471.0pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,030 | $6,441-53.0% | $5,507-45.0% | $6,342-52.2% |
| Admin fee / account holder | $34 | $13,262-99.7% | $10,281-99.7% | $12,312-99.7% |