Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,380 | $103,000-39.4% | $90,300-30.9% | $152,885-59.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.35% | 95.19%-88.8pp | 78.11%-71.8pp | 345.39%-339.0pp |
| Employer contribution / active EE | $8,058 | $3,138+156.8% | $2,854+182.3% | $4,763+69.2% |
| Participant deferral / active EE | $6,389 | $4,281+49.3% | $3,884+64.5% | $5,851+9.2% |
| Admin fee / account holder | $4 | $6,173-99.9% | $5,353-99.9% | $11,598-100.0% |