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 | $12,497 | $127,387-90.2% | $115,038-89.1% | $125,389-90.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -12.35% | 31.28%-43.6pp | 26.14%-38.5pp | 282.24%-294.6pp |
| Employer contribution / active EE | $6,096 | $5,166+18.0% | $4,608+32.3% | $4,866+25.3% |
| Participant deferral / active EE | $7,434 | $6,423+15.7% | $6,026+23.4% | $5,352+38.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |