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 | $4,150 | $158,852-97.4% | $121,220-96.6% | $135,380-96.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -18.19% | -0.64%-17.5pp | 16.94%-35.1pp | 519.81%-538.0pp |
| Employer contribution / active EE | $1,061 | $5,666-81.3% | $4,023-73.6% | $4,779-77.8% |
| Participant deferral / active EE | $1,309 | $4,006-67.3% | $3,345-60.9% | $5,609-76.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |