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 | $106,499 | $127,387-16.4% | $115,038-7.4% | $125,389-15.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.88% | 31.28%-35.2pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $3,024 | $5,166-41.5% | $4,608-34.4% | $4,866-37.9% |
| Participant deferral / active EE | $9,478 | $6,423+47.6% | $6,026+57.3% | $5,352+77.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |