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 | $16,154 | $87,546-81.5% | $75,784-78.7% | $125,389-87.1% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -5.59% | 13.49%-19.1pp | 9.68%-15.3pp | 282.24%-287.8pp |
| Employer contribution / active EE | $8,115 | $3,930+106.5% | $3,323+144.2% | $4,866+66.8% |
| Participant deferral / active EE | $2,683 | $4,230-36.6% | $3,652-26.5% | $5,352-49.9% |
| Admin fee / account holder | $177 | $6,503-97.3% | $5,300-96.7% | $9,541-98.1% |