Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $93,696 | $100,073-6.4% | $85,126+10.1% | $145,877-35.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.17% | 84.11%-79.9pp | 66.63%-62.5pp | 551.28%-547.1pp |
| Employer contribution / active EE | $13,973 | $3,236+331.8% | $2,731+411.6% | $4,663+199.7% |
| Participant deferral / active EE | $7,667 | $5,294+44.8% | $4,523+69.5% | $6,691+14.6% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |