Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,677 | $167,362-90.0% | $143,799-88.4% | $134,532-87.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -27.44% | 0.47%-27.9pp | -0.04%-27.4pp | 418.27%-445.7pp |
| Employer contribution / active EE | $1,877 | $5,620-66.6% | $4,952-62.1% | $4,741-60.4% |
| Participant deferral / active EE | $7,699 | $6,447+19.4% | $5,638+36.6% | $6,401+20.3% |
| Admin fee / account holder | $46 | $18,094-99.7% | $14,677-99.7% | $11,429-99.6% |