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 | $139,195 | $84,518+64.7% | $67,704+105.6% | $125,389+11.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.08% | 2.57%-6.6pp | 25.41%-29.5pp | 282.24%-286.3pp |
| Employer contribution / active EE | $20,484 | $3,292+522.2% | $2,559+700.3% | $4,866+321.0% |
| Participant deferral / active EE | $18,000 | $4,430+306.3% | $3,585+402.1% | $5,352+236.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |