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 | $63,064 | $83,898-24.8% | $133,346-52.7% | $94,015-32.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | -12.74% | 16.00%-28.7pp | 36.85%-49.6pp | 17.84%-30.6pp |
| Employer contribution / active EE | $769 | $1,821-57.7% | $2,853-73.0% | $2,790-72.4% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $7,809-100.0% | $14,264-100.0% | $8,951-100.0% |