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 | $171,995 | $202,342-15.0% | $172,752-0.4% | $152,897+12.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.48% | 1029.83%-1027.3pp | 802.97%-800.5pp | 345.43%-342.9pp |
| Employer contribution / active EE | $5,707 | $5,858-2.6% | $5,144+10.9% | $4,764+19.8% |
| Participant deferral / active EE | $11,579 | $5,948+94.7% | $5,198+122.8% | $5,851+97.9% |
| Admin fee / account holder | $63 | $17,111-99.6% | $13,955-99.6% | $11,599-99.5% |