Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,225 | $138,102-91.9% | $125,381-91.0% | $134,532-91.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -25.64% | 750.73%-776.4pp | 572.31%-597.9pp | 418.27%-443.9pp |
| Employer contribution / active EE | $2,228 | $5,245-57.5% | $4,815-53.7% | $4,741-53.0% |
| Participant deferral / active EE | $5,474 | $7,801-29.8% | $7,448-26.5% | $6,401-14.5% |
| Admin fee / account holder | $44 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |