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 | $29,414 | $138,076-78.7% | $123,553-76.2% | $135,380-78.3% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -11.52% | 153.70%-165.2pp | 119.21%-130.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $3,153 | $5,152-38.8% | $4,628-31.9% | $4,779-34.0% |
| Participant deferral / active EE | $6,196 | $6,800-8.9% | $6,426-3.6% | $5,609+10.5% |
| Admin fee / account holder | $97 | $10,917-99.1% | $9,284-99.0% | $10,828-99.1% |