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 | $24,696 | $209,425-88.2% | $178,499-86.2% | $158,966-84.5% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 5.03% | 188.80%-183.8pp | 151.10%-146.1pp | 302.95%-297.9pp |
| Employer contribution / active EE | $7,661 | $5,707+34.2% | $5,011+52.9% | $4,762+60.9% |
| Participant deferral / active EE | $6,468 | $5,955+8.6% | $5,202+24.3% | $5,983+8.1% |
| Admin fee / account holder | $9 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |