Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,858 | $81,276-95.3% | $155,574-97.5% | $80,925-95.2% |
| Participation rate | 91.1% | 66.2%+24.9pp | 78.2%+12.9pp | 67.7%+23.5pp |
| Annual return | 10.37% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $926 | $3,103-70.2% | $4,676-80.2% | $2,756-66.4% |
| Participant deferral / active EE | $969 | $3,453-71.9% | $5,629-82.8% | $4,299-77.4% |
| Admin fee / account holder | $264 | $7,993-96.7% | $15,914-98.3% | $6,940-96.2% |