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 | $16,630 | $82,324-79.8% | $68,803-75.8% | $134,545-87.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -20.93% | -2.17%-18.8pp | -6.37%-14.6pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,300 | $3,302-30.3% | $2,656-13.4% | $4,742-51.5% |
| Participant deferral / active EE | $3,744 | $4,740-21.0% | $3,942-5.0% | $6,401-41.5% |
| Admin fee / account holder | $17 | $6,485-99.7% | $4,936-99.7% | $11,431-99.9% |