Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,023 | $92,219-89.1% | $76,767-86.9% | $135,380-92.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.40% | 5.46%-17.9pp | 2.43%-14.8pp | 519.81%-532.2pp |
| Employer contribution / active EE | $2,290 | $3,216-28.8% | $2,485-7.9% | $4,779-52.1% |
| Participant deferral / active EE | $3,129 | $4,508-30.6% | $3,852-18.8% | $5,609-44.2% |
| Admin fee / account holder | $184 | $10,749-98.3% | $6,675-97.2% | $10,828-98.3% |