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 | $184,261 | $197,603-6.8% | $177,827+3.6% | $158,950+15.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.23% | 58.76%-59.0pp | 48.32%-48.5pp | 302.91%-303.1pp |
| Employer contribution / active EE | $2,812 | $6,698-58.0% | $5,918-52.5% | $4,762-41.0% |
| Participant deferral / active EE | $10,542 | $8,404+25.4% | $7,713+36.7% | $5,983+76.2% |
| Admin fee / account holder | $131 | $15,402-99.1% | $12,429-98.9% | $11,248-98.8% |