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 | $53,414 | $152,612-65.0% | $125,192-57.3% | $152,897-65.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.89% | 54.85%-49.0pp | 43.79%-37.9pp | 345.43%-339.5pp |
| Employer contribution / active EE | $17,943 | $4,947+262.7% | $3,866+364.1% | $4,764+276.7% |
| Participant deferral / active EE | $19,047 | $5,868+224.6% | $4,937+285.8% | $5,851+225.5% |
| Admin fee / account holder | $185 | $13,437-98.6% | $9,704-98.1% | $11,599-98.4% |