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 | $91,506 | $92,219-0.8% | $76,767+19.2% | $135,380-32.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.91% | 5.46%-17.4pp | 2.43%-14.3pp | 519.81%-531.7pp |
| Employer contribution / active EE | $14,955 | $3,216+365.0% | $2,485+501.8% | $4,779+212.9% |
| Participant deferral / active EE | $14,022 | $4,508+211.0% | $3,852+264.0% | $5,609+150.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |