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 | $114,717 | $165,399-30.6% | $149,745-23.4% | $158,982-27.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.98% | 348.34%-340.4pp | 276.72%-268.7pp | 302.99%-295.0pp |
| Employer contribution / active EE | $17,875 | $5,105+250.2% | $4,646+284.8% | $4,763+275.3% |
| Participant deferral / active EE | $16,500 | $7,183+129.7% | $6,843+141.1% | $5,983+175.8% |
| Admin fee / account holder | $57 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |