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 | $80,139 | $64,311+24.6% | $57,356+39.7% | $125,389-36.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | -3.29% | 25.14%-28.4pp | 24.41%-27.7pp | 282.24%-285.5pp |
| Employer contribution / active EE | $15,433 | $3,193+383.4% | $2,689+474.0% | $4,866+217.2% |
| Participant deferral / active EE | $8,603 | $3,846+123.7% | $3,162+172.1% | $5,352+60.8% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |