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 | $15,172 | $58,493-74.1% | $84,021-81.9% | $72,975-79.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 6.22% | 28.93%-22.7pp | 71.32%-65.1pp | 81.01%-74.8pp |
| Employer contribution / active EE | $1,214 | $1,163+4.4% | $1,984-38.8% | $2,440-50.3% |
| Participant deferral / active EE | $3,092 | $2,394+29.2% | $3,239-4.5% | $3,608-14.3% |
| Admin fee / account holder | $114 | $4,569-97.5% | $6,102-98.1% | $5,124-97.8% |