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 | $177,432 | $217,432-18.4% | $185,849-4.5% | $167,536+5.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.45% | 148.42%-143.0pp | 122.10%-116.6pp | 478.82%-473.4pp |
| Employer contribution / active EE | $18,640 | $5,875+217.3% | $5,169+260.6% | $4,839+285.2% |
| Participant deferral / active EE | $52,350 | $6,357+723.5% | $5,569+840.1% | $6,342+725.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |