Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,382 | $97,550-63.7% | $120,344-70.6% | $87,485-59.6% |
| Participation rate | 97.9% | 72.8%+25.0pp | 76.7%+21.2pp | 68.9%+28.9pp |
| Annual return | -0.65% | 18.41%-19.1pp | 20.30%-20.9pp | 26.06%-26.7pp |
| Employer contribution / active EE | $4,255 | $2,291+85.8% | $3,020+40.9% | $2,596+63.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $84 | $9,543-99.1% | $12,742-99.3% | $7,775-98.9% |