Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,044 | $72,404-95.8% | $110,241-97.2% | $64,181-95.3% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.6%+12.2pp |
| Annual return | -14.93% | -6.29%-8.6pp | 314.75%-329.7pp | 7.63%-22.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,925 | $3,469-44.5% | $4,672-58.8% | $3,470-44.5% |
| Admin fee / account holder | $184 | $5,664-96.7% | $8,548-97.8% | $4,887-96.2% |