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 | $101,304 | $109,863-7.8% | $98,477+2.9% | $167,518-39.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 8.83% | 1958.09%-1949.3pp | 1493.59%-1484.8pp | 478.71%-469.9pp |
| Employer contribution / active EE | $9,246 | $3,225+186.7% | $2,961+212.3% | $4,838+91.1% |
| Participant deferral / active EE | $3,026 | $4,673-35.2% | $4,276-29.2% | $6,342-52.3% |
| Admin fee / account holder | $152 | $6,755-97.7% | $5,951-97.4% | $12,312-98.8% |