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 | $239,944 | $167,353+43.4% | $143,797+66.9% | $134,545+78.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.72% | 0.48%-31.2pp | -0.04%-30.7pp | 418.37%-449.1pp |
| Employer contribution / active EE | $18,951 | $5,620+237.2% | $4,952+282.7% | $4,742+299.7% |
| Participant deferral / active EE | $4,875 | $6,447-24.4% | $5,638-13.5% | $6,401-23.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |