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 | $139,785 | $176,105-20.6% | $159,474-12.3% | $167,536-16.6% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 1.96% | 331.91%-330.0pp | 263.68%-261.7pp | 478.82%-476.9pp |
| Employer contribution / active EE | $5,364 | $5,299+1.2% | $4,831+11.0% | $4,839+10.8% |
| Participant deferral / active EE | $6,007 | $7,751-22.5% | $7,353-18.3% | $6,342-5.3% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |