Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $126,359 | $124,980+1.1% | $108,359+16.6% | $154,746-18.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | -4.44% | 45.00%-49.4pp | 36.89%-41.3pp | 172.34%-176.8pp |
| Employer contribution / active EE | $2,264 | $2,851-20.6% | $2,399-5.7% | $4,379-48.3% |
| Participant deferral / active EE | $15,500 | $4,743+226.8% | $4,137+274.7% | $6,730+130.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |