Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,841 | $102,429+18.0% | $147,096-17.8% | $80,925+49.3% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 5.54% | 135.02%-129.5pp | 419.75%-414.2pp | 35.65%-30.1pp |
| Employer contribution / active EE | $3,605 | $3,716-3.0% | $4,936-27.0% | $2,756+30.8% |
| Participant deferral / active EE | $7,588 | $6,649+14.1% | $8,071-6.0% | $4,299+76.5% |
| Admin fee / account holder | $296 | $7,957-96.3% | $13,005-97.7% | $6,940-95.7% |