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 | $35,310 | $138,075-74.4% | $123,552-71.4% | $135,379-73.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -9.31% | 153.70%-163.0pp | 119.20%-128.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,669 | $5,152-67.6% | $4,628-63.9% | $4,779-65.1% |
| Participant deferral / active EE | $6,858 | $6,800+0.9% | $6,426+6.7% | $5,609+22.3% |
| Admin fee / account holder | $175 | $10,917-98.4% | $9,285-98.1% | $10,828-98.4% |