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 | $86,058 | $150,447-42.8% | $136,298-36.9% | $147,586-41.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.11% | 1049.15%-1040.0pp | 5156.27%-5147.2pp | 578.59%-569.5pp |
| Employer contribution / active EE | $2,978 | $5,256-43.3% | $4,696-36.6% | $4,876-38.9% |
| Participant deferral / active EE | $7,377 | $6,631+11.2% | $6,247+18.1% | $5,439+35.6% |
| Admin fee / account holder | $191 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |