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 | $85,353 | $181,896-53.1% | $156,551-45.5% | $273,972-68.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.66% | 30.74%-32.4pp | 32.23%-33.9pp | 41.46%-43.1pp |
| Employer contribution / active EE | $10,935 | $6,248+75.0% | $5,501+98.8% | $4,869+124.6% |
| Participant deferral / active EE | $7,545 | $5,550+35.9% | $4,871+54.9% | $5,287+42.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |