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 | $67,366 | $209,422-67.8% | $178,503-62.3% | $158,982-57.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.58% | 188.81%-184.2pp | 151.12%-146.5pp | 302.99%-298.4pp |
| Employer contribution / active EE | $6,381 | $5,707+11.8% | $5,011+27.3% | $4,763+34.0% |
| Participant deferral / active EE | $2,786 | $5,955-53.2% | $5,202-46.5% | $5,983-53.4% |
| Admin fee / account holder | $86 | $17,079-99.5% | $13,987-99.4% | $11,252-99.2% |