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 | $9,117 | $84,685-89.2% | $73,836-87.7% | $125,389-92.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -26.38% | 3123.80%-3150.2pp | 2268.06%-2294.4pp | 282.24%-308.6pp |
| Employer contribution / active EE | $1,551 | $3,123-50.3% | $2,787-44.4% | $4,866-68.1% |
| Participant deferral / active EE | $4,711 | $3,993+18.0% | $3,583+31.5% | $5,352-12.0% |
| Admin fee / account holder | $24 | $5,694-99.6% | $4,882-99.5% | $9,541-99.8% |