Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,404 | $142,361-78.6% | $119,608-74.6% | $134,509-77.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -31.11% | -12.46%-18.6pp | -14.98%-16.1pp | 418.13%-449.2pp |
| Employer contribution / active EE | $6,591 | $5,224+26.2% | $4,232+55.7% | $4,741+39.0% |
| Participant deferral / active EE | $19,237 | $6,468+197.4% | $5,601+243.4% | $6,400+200.6% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |