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 | $22,696 | $95,975-76.4% | $74,552-69.6% | $135,382-83.2% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -9.68% | 56.96%-66.6pp | 32.53%-42.2pp | 519.77%-529.4pp |
| Employer contribution / active EE | $1,011 | $2,716-62.8% | $1,961-48.5% | $4,779-78.9% |
| Participant deferral / active EE | $6,650 | $3,844+73.0% | $3,108+114.0% | $5,609+18.6% |
| Admin fee / account holder | $59 | $6,522-99.1% | $5,060-98.8% | $10,829-99.5% |