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 | $18,163 | $54,380-66.6% | $68,509-73.5% | $59,633-69.5% |
| Participation rate | 90.9% | 70.2%+20.7pp | 74.7%+16.2pp | 68.7%+22.2pp |
| Annual return | -3.36% | 2.83%-6.2pp | 8.27%-11.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $351 | $1,539-77.2% | $2,278-84.6% | $2,203-84.1% |
| Participant deferral / active EE | $1,986 | $2,643-24.9% | $3,382-41.3% | $3,192-37.8% |
| Admin fee / account holder | $163 | $3,885-95.8% | $5,275-96.9% | $4,297-96.2% |