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 | $9,653 | $183,592-94.7% | $155,574-93.8% | $145,877-93.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | -0.91% | 61.37%-62.3pp | 64.87%-65.8pp | 551.28%-552.2pp |
| Employer contribution / active EE | $1,744 | $5,317-67.2% | $4,676-62.7% | $4,663-62.6% |
| Participant deferral / active EE | $4,017 | $6,466-37.9% | $5,629-28.6% | $6,691-40.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |