Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,883 | $158,852-65.5% | $121,220-54.7% | $135,380-59.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -11.41% | -0.64%-10.8pp | 16.94%-28.3pp | 519.81%-531.2pp |
| Employer contribution / active EE | $2,043 | $5,666-63.9% | $4,023-49.2% | $4,779-57.2% |
| Participant deferral / active EE | $5,829 | $4,006+45.5% | $3,345+74.3% | $5,609+3.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |