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 | $37,120 | $99,345-62.6% | $84,753-56.2% | $273,972-86.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -0.24% | 22.93%-23.2pp | 22.78%-23.0pp | 41.46%-41.7pp |
| Employer contribution / active EE | $2,039 | $4,214-51.6% | $3,574-43.0% | $4,869-58.1% |
| Participant deferral / active EE | $6,017 | $4,270+40.9% | $3,712+62.1% | $5,287+13.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |