Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,697 | $167,533-91.8% | $151,645-91.0% | $134,545-89.8% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -31.88% | 7.81%-39.7pp | 3.34%-35.2pp | 418.37%-450.3pp |
| Employer contribution / active EE | $3,256 | $6,828-52.3% | $6,165-47.2% | $4,742-31.3% |
| Participant deferral / active EE | $4,974 | $8,985-44.6% | $8,363-40.5% | $6,401-22.3% |
| Admin fee / account holder | $182 | $13,781-98.7% | $11,614-98.4% | $11,431-98.4% |