Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,062 | $65,703-90.8% | $94,228-93.6% | $59,633-89.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -11.71% | 5.22%-16.9pp | 10.68%-22.4pp | 2041.40%-2053.1pp |
| Employer contribution / active EE | $2,711 | $2,021+34.2% | $3,587-24.4% | $2,203+23.1% |
| Participant deferral / active EE | $2,438 | $3,143-22.4% | $4,320-43.6% | $3,192-23.6% |
| Admin fee / account holder | $152 | $4,264-96.4% | $6,269-97.6% | $4,297-96.5% |