Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,746 | $99,995-97.3% | $85,063-96.8% | $145,978-98.1% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | -2.35% | 83.99%-86.3pp | 66.54%-68.9pp | 550.52%-552.9pp |
| Employer contribution / active EE | $1,099 | $3,231-66.0% | $2,727-59.7% | $4,662-76.4% |
| Participant deferral / active EE | $1,408 | $5,295-73.4% | $4,523-68.9% | $6,690-79.0% |
| Admin fee / account holder | $285 | $7,255-96.1% | $6,155-95.4% | $13,400-97.9% |