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 | $172,636 | $198,462-13.0% | $170,439+1.3% | $147,585+17.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.92% | 257.30%-251.4pp | 205.94%-200.0pp | 578.58%-572.7pp |
| Employer contribution / active EE | $4,741 | $6,184-23.3% | $5,433-12.7% | $4,876-2.8% |
| Participant deferral / active EE | $5,641 | $5,629+0.2% | $4,939+14.2% | $5,439+3.7% |
| Admin fee / account holder | $182 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |