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 | $23,525 | $91,911-74.4% | $68,612-65.7% | $135,379-82.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -10.06% | -8.22%-1.8pp | -4.63%-5.4pp | 519.79%-529.8pp |
| Employer contribution / active EE | $2,796 | $3,924-28.7% | $2,625+6.5% | $4,779-41.5% |
| Participant deferral / active EE | $6,393 | $4,315+48.1% | $3,311+93.1% | $5,609+14.0% |
| Admin fee / account holder | $161 | $9,240-98.3% | $5,131-96.9% | $10,828-98.5% |