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 | $17,755 | $87,546-79.7% | $75,784-76.6% | $125,389-85.8% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -5.45% | 13.49%-18.9pp | 9.68%-15.1pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,012 | $3,930-74.3% | $3,323-69.6% | $4,866-79.2% |
| Participant deferral / active EE | $3,536 | $4,230-16.4% | $3,652-3.2% | $5,352-33.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |