Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,552 | $52,911-66.8% | $73,309-76.1% | $59,633-70.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -4.46% | 12.20%-16.7pp | 5.67%-10.1pp | 2041.40%-2045.9pp |
| Employer contribution / active EE | $3,765 | $1,909+97.3% | $3,237+16.3% | $2,203+70.9% |
| Participant deferral / active EE | $3,999 | $4,069-1.7% | $4,991-19.9% | $3,192+25.3% |
| Admin fee / account holder | $78 | $3,835-98.0% | $5,635-98.6% | $4,297-98.2% |