Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,147 | $180,459-93.8% | $154,108-92.8% | $135,380-91.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.18% | 888.21%-899.4pp | 735.21%-746.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $2,163 | $6,035-64.2% | $5,298-59.2% | $4,779-54.7% |
| Participant deferral / active EE | $5,739 | $5,806-1.2% | $5,081+13.0% | $5,609+2.3% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |