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 | $225,805 | $71,230+217.0% | $93,727+140.9% | $80,959+178.9% |
| Participation rate | 75.6% | 60.4%+15.2pp | 68.7%+6.9pp | 67.7%+7.9pp |
| Annual return | -8.95% | 11.26%-20.2pp | 133.83%-142.8pp | 35.67%-44.6pp |
| Employer contribution / active EE | $1,220 | $1,565-22.1% | $2,421-49.6% | $2,757-55.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |