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 | $39,805 | $180,466-77.9% | $154,114-74.2% | $135,382-70.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -10.50% | 888.15%-898.7pp | 735.16%-745.7pp | 519.77%-530.3pp |
| Employer contribution / active EE | $1,910 | $6,035-68.4% | $5,298-64.0% | $4,779-60.0% |
| Participant deferral / active EE | $5,305 | $5,806-8.6% | $5,081+4.4% | $5,609-5.4% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |