Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $157,607 | $160,070-1.5% | $147,117+7.1% | $145,897+8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.90% | 98.69%-90.8pp | 420.54%-412.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $46,000 | $5,285+770.5% | $4,932+832.6% | $4,663+886.6% |
| Participant deferral / active EE | $26,750 | $8,419+217.7% | $8,065+231.7% | $6,689+299.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |