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 | $190,360 | $160,040+18.9% | $147,096+29.4% | $145,877+30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 98.49%-89.3pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $9,841 | $5,289+86.0% | $4,936+99.4% | $4,663+111.0% |
| Participant deferral / active EE | $8,356 | $8,429-0.9% | $8,071+3.5% | $6,691+24.9% |
| Admin fee / account holder | $294 | $15,050-98.0% | $13,005-97.7% | $13,402-97.8% |