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 | $10,883 | $127,387-91.5% | $115,038-90.5% | $125,389-91.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.93% | 31.28%-35.2pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,908 | $5,166-43.7% | $4,608-36.9% | $4,866-40.2% |
| Participant deferral / active EE | $6,910 | $6,423+7.6% | $6,026+14.7% | $5,352+29.1% |
| Admin fee / account holder | $247 | $9,516-97.4% | $8,175-97.0% | $9,541-97.4% |