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 | $3,074 | $190,916-98.4% | $160,037-98.1% | $134,545-97.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.53% | 552.79%-576.3pp | 408.95%-432.5pp | 418.37%-441.9pp |
| Employer contribution / active EE | $1,264 | $4,996-74.7% | $4,226-70.1% | $4,742-73.4% |
| Participant deferral / active EE | $2,191 | $6,925-68.4% | $6,184-64.6% | $6,401-65.8% |
| Admin fee / account holder | $68 | $10,497-99.4% | $8,716-99.2% | $11,431-99.4% |