Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,469 | $84,518-50.9% | $67,704-38.8% | $125,389-66.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.81% | 2.57%-7.4pp | 25.41%-30.2pp | 282.24%-287.0pp |
| Employer contribution / active EE | $2,268 | $3,292-31.1% | $2,559-11.4% | $4,866-53.4% |
| Participant deferral / active EE | $7,543 | $4,430+70.3% | $3,585+110.4% | $5,352+41.0% |
| Admin fee / account holder | $250 | $5,340-95.3% | $4,255-94.1% | $9,541-97.4% |