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 | $85,525 | $171,867-50.2% | $149,721-42.9% | $147,586-42.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.06% | 2113.36%-2104.3pp | 1501.67%-1492.6pp | 578.59%-569.5pp |
| Employer contribution / active EE | $1,596 | $6,275-74.6% | $5,444-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $4,727 | $7,270-35.0% | $6,568-28.0% | $5,439-13.1% |
| Admin fee / account holder | $178 | $13,799-98.7% | $11,282-98.4% | $10,886-98.4% |