Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $165,914 | $102,595+61.7% | $94,057+76.4% | $154,746+7.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.76% | 583.42%-573.7pp | 480.62%-470.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,786 | $3,147-43.3% | $2,933-39.1% | $4,379-59.2% |
| Participant deferral / active EE | $2,549 | $5,118-50.2% | $4,709-45.9% | $6,730-62.1% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |