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 | $13,856 | $97,732-85.8% | $83,831-83.5% | $135,380-89.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.18% | 1287.56%-1300.7pp | 850.99%-864.2pp | 519.81%-533.0pp |
| Employer contribution / active EE | $7,345 | $4,222+74.0% | $3,631+102.3% | $4,779+53.7% |
| Participant deferral / active EE | $6,154 | $4,683+31.4% | $4,082+50.8% | $5,609+9.7% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |