Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,940 | $167,353-73.7% | $143,797-69.4% | $134,545-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.32% | 0.48%-21.8pp | -0.04%-21.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $8,894 | $5,620+58.2% | $4,952+79.6% | $4,742+87.6% |
| Participant deferral / active EE | $5,253 | $6,447-18.5% | $5,638-6.8% | $6,401-17.9% |
| Admin fee / account holder | $152 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |