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 | $45,480 | $95,188-52.2% | $76,518-40.6% | $135,379-66.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.17% | 4.85%-16.0pp | -0.27%-10.9pp | 519.79%-531.0pp |
| Employer contribution / active EE | $11,086 | $3,303+235.7% | $2,647+318.8% | $4,779+132.0% |
| Participant deferral / active EE | $7,770 | $4,640+67.5% | $3,836+102.6% | $5,609+38.5% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |