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 | $16,076 | $97,027-83.4% | $83,323-80.7% | $135,382-88.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -20.00% | 12.31%-32.3pp | 10.63%-30.6pp | 519.77%-539.8pp |
| Employer contribution / active EE | $3,036 | $4,143-26.7% | $3,379-10.1% | $4,779-36.5% |
| Participant deferral / active EE | $3,763 | $5,964-36.9% | $5,565-32.4% | $5,609-32.9% |
| Admin fee / account holder | $109 | $8,427-98.7% | $7,539-98.6% | $10,829-99.0% |