Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $146,843 | $176,105-16.6% | $159,474-7.9% | $167,536-12.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.44% | 331.91%-322.5pp | 263.68%-254.2pp | 478.82%-469.4pp |
| Employer contribution / active EE | $19,625 | $5,299+270.4% | $4,831+306.2% | $4,839+305.6% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+309.9% |
| Admin fee / account holder | $190 | $12,559-98.5% | $10,802-98.2% | $12,315-98.5% |