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 | $60,195 | $56,197+7.1% | $67,652-11.0% | $59,633+0.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.47% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $6,235 | $1,615+286.2% | $2,266+175.2% | $2,203+183.1% |
| Participant deferral / active EE | $1,504 | $2,844-47.1% | $3,560-57.7% | $3,192-52.9% |
| Admin fee / account holder | $211 | $3,958-94.7% | $4,821-95.6% | $4,297-95.1% |