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 | $200,676 | $160,028+25.4% | $147,080+36.4% | $145,884+37.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.38% | 98.60%-89.2pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $10,122 | $5,286+91.5% | $4,933+105.2% | $4,662+117.1% |
| Participant deferral / active EE | $14,370 | $8,422+70.6% | $8,066+78.2% | $6,690+114.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |