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 | $9,201 | $85,790-89.3% | $67,313-86.3% | $135,380-93.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -30.78% | -0.54%-30.2pp | -4.08%-26.7pp | 519.81%-550.6pp |
| Employer contribution / active EE | $5,221 | $3,487+49.7% | $2,566+103.5% | $4,779+9.2% |
| Participant deferral / active EE | $3,971 | $4,651-14.6% | $3,568+11.3% | $5,609-29.2% |
| Admin fee / account holder | $71 | $6,392-98.9% | $4,507-98.4% | $10,828-99.3% |