Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,540 | $123,155-61.4% | $108,753-56.3% | $155,188-69.4% |
| Participation rate | 72.7% | 75.6%-2.9pp | 71.1%+1.6pp | 80.8%-8.1pp |
| Annual return | -13.44% | 44.73%-58.2pp | 37.47%-50.9pp | 148.84%-162.3pp |
| Employer contribution / active EE | $1,364 | $2,811-51.5% | $2,427-43.8% | $4,248-67.9% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |