Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,835 | $97,020-37.3% | $83,327-27.0% | $135,380-55.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.51% | 12.31%-22.8pp | 10.64%-21.2pp | 519.81%-530.3pp |
| Employer contribution / active EE | $4,565 | $4,144+10.2% | $3,379+35.1% | $4,779-4.5% |
| Participant deferral / active EE | $15,730 | $5,964+163.7% | $5,565+182.6% | $5,609+180.4% |
| Admin fee / account holder | $206 | $8,426-97.6% | $7,540-97.3% | $10,828-98.1% |