Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $124,995 | $151,427-17.5% | $112,860+10.8% | $154,746-19.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | -0.01% | 30.95%-31.0pp | 35.26%-35.3pp | 172.34%-172.4pp |
| Employer contribution / active EE | $755 | $2,750-72.6% | $2,206-65.8% | $4,379-82.8% |
| Participant deferral / active EE | $970 | $4,285-77.4% | $3,493-72.2% | $6,730-85.6% |
| Admin fee / account holder | $108 | $7,369-98.5% | $6,841-98.4% | $14,365-99.2% |