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 | $19,279 | $138,076-86.0% | $123,553-84.4% | $135,380-85.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 153.70%-164.0pp | 119.21%-129.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,622 | $5,152-49.1% | $4,628-43.4% | $4,779-45.1% |
| Participant deferral / active EE | $4,986 | $6,800-26.7% | $6,426-22.4% | $5,609-11.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |