Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,640 | $100,811-93.4% | $86,698-92.3% | $134,545-95.1% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -32.46% | 29.11%-61.6pp | 35.96%-68.4pp | 418.37%-450.8pp |
| Employer contribution / active EE | $1,055 | $3,490-69.8% | $2,837-62.8% | $4,742-77.8% |
| Participant deferral / active EE | $2,274 | $5,339-57.4% | $4,656-51.2% | $6,401-64.5% |
| Admin fee / account holder | $279 | $10,926-97.4% | $7,492-96.3% | $11,431-97.6% |