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 | $75,704 | $109,967-31.2% | $97,197-22.1% | $145,877-48.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 7.01% | 244.27%-237.3pp | 75.47%-68.5pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,048 | $3,077-33.4% | $2,723-24.8% | $4,663-56.1% |
| Participant deferral / active EE | $2,430 | $4,676-48.0% | $4,263-43.0% | $6,691-63.7% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |