Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,019 | $129,960-77.7% | $104,299-72.2% | $134,545-78.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -43.30% | 42.06%-85.4pp | 24.62%-67.9pp | 418.37%-461.7pp |
| Employer contribution / active EE | $13,076 | $4,186+212.4% | $3,373+287.7% | $4,742+175.8% |
| Participant deferral / active EE | $10,524 | $5,589+88.3% | $4,626+127.5% | $6,401+64.4% |
| Admin fee / account holder | $168 | $9,324-98.2% | $7,339-97.7% | $11,431-98.5% |