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 | $42,367 | $97,020-56.3% | $83,322-49.2% | $135,379-68.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -10.14% | 12.31%-22.5pp | 10.64%-20.8pp | 519.79%-529.9pp |
| Employer contribution / active EE | $4,224 | $4,144+1.9% | $3,379+25.0% | $4,779-11.6% |
| Participant deferral / active EE | $7,620 | $5,964+27.8% | $5,565+36.9% | $5,609+35.9% |
| Admin fee / account holder | $17 | $8,426-99.8% | $7,540-99.8% | $10,828-99.8% |