Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,134 | $29,733-96.2% | $56,025-98.0% | $80,959-98.6% |
| Participation rate | 81.3% | 41.7%+39.5pp | 52.5%+28.7pp | 67.7%+13.6pp |
| Annual return | 9.72% | 35.28%-25.6pp | 1712.69%-1703.0pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $289 | $1,229-76.5% | $1,955-85.2% | $4,300-93.3% |
| Admin fee / account holder | $8 | $2,434-99.7% | $2,828-99.7% | $6,925-99.9% |