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 | $46,338 | $138,076-66.4% | $123,553-62.5% | $135,380-65.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.87% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $5,104 | $5,152-0.9% | $4,628+10.3% | $4,779+6.8% |
| Participant deferral / active EE | $10,061 | $6,800+48.0% | $6,426+56.6% | $5,609+79.4% |
| Admin fee / account holder | $31 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |