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 | $104,855 | $176,120-40.5% | $159,487-34.3% | $167,553-37.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.19% | 331.95%-323.8pp | 263.71%-255.5pp | 478.89%-470.7pp |
| Employer contribution / active EE | $3,413 | $5,299-35.6% | $4,831-29.4% | $4,840-29.5% |
| Participant deferral / active EE | $10,423 | $7,752+34.5% | $7,354+41.7% | $6,343+64.3% |
| Admin fee / account holder | $255 | $12,561-98.0% | $10,804-97.6% | $12,316-97.9% |