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 | $5,888 | $138,076-95.7% | $123,553-95.2% | $135,380-95.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.70% | 153.70%-164.4pp | 119.21%-129.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,175 | $5,152-77.2% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $2,394 | $6,800-64.8% | $6,426-62.8% | $5,609-57.3% |
| Admin fee / account holder | $57 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |