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 | $42,430 | $75,962-44.1% | $154,108-72.5% | $64,173-33.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.28% | 30.32%-41.6pp | 735.21%-746.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $2,785 | $3,350-16.9% | $5,298-47.4% | $2,381+17.0% |
| Participant deferral / active EE | $3,492 | $3,175+10.0% | $5,081-31.3% | $3,470+0.6% |
| Admin fee / account holder | $201 | $5,589-96.4% | $13,411-98.5% | $4,887-95.9% |