Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,120 | $93,023-87.0% | $77,027-84.3% | $134,493-91.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -25.32% | 62.61%-87.9pp | 42.32%-67.6pp | 418.01%-443.3pp |
| Employer contribution / active EE | $1,565 | $3,418-54.2% | $2,813-44.4% | $4,740-67.0% |
| Participant deferral / active EE | $5,797 | $5,238+10.7% | $4,427+30.9% | $6,400-9.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |