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 | $135,090 | $198,457-31.9% | $170,435-20.7% | $147,586-8.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.47% | 257.30%-250.8pp | 205.94%-199.5pp | 578.59%-572.1pp |
| Employer contribution / active EE | $9,734 | $6,183+57.4% | $5,432+79.2% | $4,876+99.6% |
| Participant deferral / active EE | $5,793 | $5,629+2.9% | $4,939+17.3% | $5,439+6.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |