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 | $7,368 | $56,200-86.9% | $67,653-89.1% | $59,633-87.6% |
| Participation rate | 80.8% | 71.5%+9.4pp | 75.7%+5.2pp | 68.7%+12.2pp |
| Annual return | -2.69% | 18506.71%-18509.4pp | 6625.22%-6627.9pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,761 | $2,843-38.1% | $3,560-50.5% | $3,192-44.8% |
| Admin fee / account holder | $254 | $3,959-93.6% | $4,821-94.7% | $4,297-94.1% |