Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,104 | $95,917-88.4% | $79,583-86.0% | $134,545-91.7% |
| Participation rate | 82.4% | 75.0%+7.3pp | 69.5%+12.9pp | 81.2%+1.1pp |
| Annual return | -26.48% | -2.70%-23.8pp | 0.16%-26.6pp | 418.37%-444.8pp |
| Employer contribution / active EE | $5,382 | $3,129+72.0% | $2,414+123.0% | $4,742+13.5% |
| Participant deferral / active EE | $2,478 | $4,694-47.2% | $3,986-37.8% | $6,401-61.3% |
| Admin fee / account holder | $294 | $9,132-96.8% | $6,835-95.7% | $11,431-97.4% |