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 | $9,184 | $105,867-91.3% | $90,760-89.9% | $134,532-93.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.49% | -10.99%-9.5pp | -12.16%-8.3pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,384 | $3,464-60.0% | $2,922-52.6% | $4,741-70.8% |
| Participant deferral / active EE | $3,519 | $5,217-32.5% | $4,565-22.9% | $6,401-45.0% |
| Admin fee / account holder | $33 | $13,936-99.8% | $8,444-99.6% | $11,429-99.7% |