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 | $119,348 | $160,028-25.4% | $147,080-18.9% | $145,884-18.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.51% | 98.60%-91.1pp | 420.17%-412.7pp | 551.85%-544.3pp |
| Employer contribution / active EE | $32,600 | $5,286+516.8% | $4,933+560.8% | $4,662+599.2% |
| Participant deferral / active EE | $11,136 | $8,422+32.2% | $8,066+38.1% | $6,690+66.5% |
| Admin fee / account holder | $12 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |