Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,001 | $54,357-96.3% | $82,706-97.6% | $68,495-97.1% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -21.35% | -13.67%-7.7pp | 701.76%-723.1pp | -7.84%-13.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,297 | $3,246-29.2% | $4,394-47.7% | $4,028-43.0% |
| Admin fee / account holder | $275 | $4,396-93.7% | $5,329-94.8% | $5,403-94.9% |