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 | $8,132 | $106,008-92.3% | $92,240-91.2% | $147,586-94.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.62% | 50.05%-42.4pp | 176.29%-168.7pp | 578.59%-571.0pp |
| Employer contribution / active EE | $2,040 | $4,333-52.9% | $3,680-44.6% | $4,876-58.2% |
| Participant deferral / active EE | $2,040 | $4,478-54.4% | $3,897-47.7% | $5,439-62.5% |
| Admin fee / account holder | $24 | $6,333-99.6% | $5,194-99.5% | $10,886-99.8% |