Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,291 | $138,102-94.0% | $125,381-93.4% | $134,532-93.8% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -51.73% | 750.73%-802.5pp | 572.31%-624.0pp | 418.27%-470.0pp |
| Employer contribution / active EE | $1,306 | $5,245-75.1% | $4,815-72.9% | $4,741-72.5% |
| Participant deferral / active EE | $5,818 | $7,801-25.4% | $7,448-21.9% | $6,401-9.1% |
| Admin fee / account holder | $7 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |