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 | $151,475 | $183,627-17.5% | $155,602-2.7% | $145,978+3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.64% | 61.32%-60.7pp | 64.81%-64.2pp | 550.52%-549.9pp |
| Employer contribution / active EE | $15,790 | $5,316+197.0% | $4,675+237.7% | $4,662+238.7% |
| Participant deferral / active EE | $16,274 | $6,466+151.7% | $5,629+189.1% | $6,690+143.3% |
| Admin fee / account holder | $50 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |