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 | $126,537 | $88,710+42.6% | $81,783+54.7% | $145,959-13.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 8.79% | 1027.26%-1018.5pp | 775.05%-766.3pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,399 | $3,083-22.2% | $2,913-17.6% | $4,661-48.5% |
| Participant deferral / active EE | $6,417 | $4,645+38.2% | $4,320+48.5% | $6,689-4.1% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |