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 | $95,038 | $167,353-43.2% | $143,797-33.9% | $134,545-29.4% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -24.15% | 0.48%-24.6pp | -0.04%-24.1pp | 418.37%-442.5pp |
| Employer contribution / active EE | $1,844 | $5,620-67.2% | $4,952-62.8% | $4,742-61.1% |
| Participant deferral / active EE | $4,263 | $6,447-33.9% | $5,638-24.4% | $6,401-33.4% |
| Admin fee / account holder | $53 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |