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 | $6,446 | $95,188-93.2% | $76,518-91.6% | $135,380-95.2% |
| Participation rate | 84.2% | 74.4%+9.8pp | 68.0%+16.2pp | 82.6%+1.6pp |
| Annual return | -17.45% | 4.85%-22.3pp | -0.27%-17.2pp | 519.81%-537.3pp |
| Employer contribution / active EE | $1,731 | $3,303-47.6% | $2,647-34.6% | $4,779-63.8% |
| Participant deferral / active EE | $1,703 | $4,640-63.3% | $3,836-55.6% | $5,609-69.6% |
| Admin fee / account holder | $101 | $6,249-98.4% | $4,849-97.9% | $10,828-99.1% |