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 | $15,075 | $183,539-91.8% | $155,556-90.3% | $145,897-89.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.58% | 61.31%-52.7pp | 64.84%-56.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $3,829 | $5,315-28.0% | $4,675-18.1% | $4,663-17.9% |
| Participant deferral / active EE | $2,900 | $6,467-55.2% | $5,631-48.5% | $6,689-56.6% |
| Admin fee / account holder | $219 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |