Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $81,649 | $175,231-53.4% | $149,696-45.5% | $139,466-41.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | -11.54% | 166.77%-178.3pp | 134.46%-146.0pp | 373.66%-385.2pp |
| Employer contribution / active EE | $3,210 | $5,478-41.4% | $4,821-33.4% | $4,754-32.5% |
| Participant deferral / active EE | $16,250 | $6,521+149.2% | $5,682+186.0% | $6,712+142.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |