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 | $74,535-15.4% | $100,712-37.4% | $82,637-23.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -12.74% | 18.92%-31.7pp | 33.27%-46.0pp | 53.51%-66.2pp |
| Employer contribution / active EE | $769 | $1,503-48.8% | $2,313-66.7% | $2,552-69.9% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |