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 | $47,635 | $75,962-37.3% | $154,108-69.1% | $64,173-25.8% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | -8.11% | 30.32%-38.4pp | 735.21%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,011 | $3,350-40.0% | $5,298-62.0% | $2,381-15.5% |
| Participant deferral / active EE | $4,394 | $3,175+38.4% | $5,081-13.5% | $3,470+26.6% |
| Admin fee / account holder | $189 | $5,589-96.6% | $13,411-98.6% | $4,887-96.1% |