Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,623 | $138,102-92.3% | $125,381-91.5% | $134,532-92.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.55% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,239 | $5,245-57.3% | $4,815-53.5% | $4,741-52.8% |
| Participant deferral / active EE | $3,819 | $7,801-51.0% | $7,448-48.7% | $6,401-40.3% |
| Admin fee / account holder | $114 | $11,568-99.0% | $10,007-98.9% | $11,429-99.0% |