Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,353 | $185,856-91.7% | $170,028-91.0% | $139,456-89.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.48% | 60.52%-55.0pp | 53.39%-47.9pp | 373.45%-368.0pp |
| Employer contribution / active EE | $2,157 | $7,593-71.6% | $6,788-68.2% | $4,753-54.6% |
| Participant deferral / active EE | $3,679 | $11,623-68.4% | $10,409-64.7% | $6,711-45.2% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |