Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,690 | $53,162-87.4% | $91,227-92.7% | $68,490-90.2% |
| Participation rate | 97.4% | 63.2%+34.2pp | 73.2%+24.2pp | 67.9%+29.5pp |
| Annual return | -21.53% | -3.14%-18.4pp | 114.14%-135.7pp | -7.85%-13.7pp |
| Employer contribution / active EE | $753 | $1,709-56.0% | $2,851-73.6% | $2,597-71.0% |
| Participant deferral / active EE | $2,293 | $2,974-22.9% | $4,234-45.8% | $4,028-43.1% |
| Admin fee / account holder | $38 | $4,493-99.2% | $5,423-99.3% | $5,403-99.3% |