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 | $18,368 | $167,353-89.0% | $143,797-87.2% | $134,545-86.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.48% | 0.48%-25.0pp | -0.04%-24.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $4,058 | $5,620-27.8% | $4,952-18.1% | $4,742-14.4% |
| Participant deferral / active EE | $7,915 | $6,447+22.8% | $5,638+40.4% | $6,401+23.6% |
| Admin fee / account holder | $189 | $18,096-99.0% | $14,679-98.7% | $11,431-98.3% |