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 | $101,038 | $183,627-45.0% | $155,602-35.1% | $145,978-30.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.33% | 61.32%-54.0pp | 64.81%-57.5pp | 550.52%-543.2pp |
| Employer contribution / active EE | $9,100 | $5,316+71.2% | $4,675+94.6% | $4,662+95.2% |
| Participant deferral / active EE | $6,682 | $6,466+3.3% | $5,629+18.7% | $6,690-0.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |