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 | $37,575 | $85,790-56.2% | $67,313-44.2% | $135,379-72.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.99% | -0.54%-9.4pp | -4.08%-5.9pp | 519.79%-529.8pp |
| Employer contribution / active EE | $2,647 | $3,487-24.1% | $2,566+3.2% | $4,779-44.6% |
| Participant deferral / active EE | $7,223 | $4,651+55.3% | $3,568+102.4% | $5,609+28.8% |
| Admin fee / account holder | $251 | $6,392-96.1% | $4,507-94.4% | $10,828-97.7% |