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 | $65,753 | $150,346-56.3% | $120,524-45.4% | $145,877-54.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.90% | 154.40%-146.5pp | 107.36%-99.5pp | 551.28%-543.4pp |
| Employer contribution / active EE | $5,519 | $4,353+26.8% | $3,469+59.1% | $4,663+18.4% |
| Participant deferral / active EE | $5,189 | $6,172-15.9% | $4,994+3.9% | $6,691-22.4% |
| Admin fee / account holder | $268 | $12,215-97.8% | $9,440-97.2% | $13,402-98.0% |