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 | $32,219 | $84,518-61.9% | $67,704-52.4% | $125,388-74.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -9.32% | 2.57%-11.9pp | 25.41%-34.7pp | 282.24%-291.6pp |
| Employer contribution / active EE | $8,824 | $3,292+168.0% | $2,559+244.8% | $4,866+81.3% |
| Participant deferral / active EE | $13,439 | $4,430+203.4% | $3,585+274.8% | $5,352+151.1% |
| Admin fee / account holder | $160 | $5,340-97.0% | $4,255-96.2% | $9,541-98.3% |