Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,063 | $138,102-90.5% | $125,381-89.6% | $134,532-90.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.64% | 750.73%-778.4pp | 572.31%-599.9pp | 418.27%-445.9pp |
| Employer contribution / active EE | $1,740 | $5,245-66.8% | $4,815-63.9% | $4,741-63.3% |
| Participant deferral / active EE | $10,299 | $7,801+32.0% | $7,448+38.3% | $6,401+60.9% |
| Admin fee / account holder | $163 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |