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.
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 | $9,297 | $92,219-89.9% | $76,768-87.9% | $135,379-93.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -17.73% | 5.46%-23.2pp | 2.43%-20.2pp | 519.79%-537.5pp |
| Employer contribution / active EE | $1,347 | $3,216-58.1% | $2,485-45.8% | $4,779-71.8% |
| Participant deferral / active EE | $3,151 | $4,508-30.1% | $3,852-18.2% | $5,609-43.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |