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 | $18,128 | $87,733-79.3% | $106,555-83.0% | $85,847-78.9% |
| Participation rate | 92.3% | 71.9%+20.4pp | 76.1%+16.2pp | 69.3%+23.0pp |
| Annual return | -7.16% | 21.86%-29.0pp | 26.80%-34.0pp | 318.61%-325.8pp |
| Employer contribution / active EE | $790 | $2,073-61.9% | $2,819-72.0% | $2,565-69.2% |
| Participant deferral / active EE | $1,595 | $3,469-54.0% | $4,399-63.7% | $3,952-59.6% |
| Admin fee / account holder | $110 | $6,767-98.4% | $7,408-98.5% | $6,261-98.2% |