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 | $88,519 | $106,115-16.6% | $85,969+3.0% | $125,389-29.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -29.53% | 13.93%-43.5pp | 9.32%-38.8pp | 282.24%-311.8pp |
| Employer contribution / active EE | $1,229 | $4,537-72.9% | $3,474-64.6% | $4,866-74.7% |
| Participant deferral / active EE | $9,600 | $4,859+97.6% | $3,829+150.7% | $5,352+79.4% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |