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 | $42,829 | $72,486-40.9% | $87,103-50.8% | $72,976-41.3% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | -0.32% | 24.46%-24.8pp | 28.19%-28.5pp | 81.02%-81.3pp |
| Employer contribution / active EE | $490 | $1,894-74.1% | $2,521-80.6% | $2,440-79.9% |
| Participant deferral / active EE | $2,034 | $3,270-37.8% | $4,049-49.8% | $3,608-43.6% |
| Admin fee / account holder | $230 | $5,055-95.4% | $7,491-96.9% | $5,124-95.5% |