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 | $210,904 | $209,422+0.7% | $178,503+18.2% | $158,982+32.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.76% | 188.81%-186.1pp | 151.12%-148.4pp | 302.99%-300.2pp |
| Employer contribution / active EE | $3,455 | $5,707-39.5% | $5,011-31.0% | $4,763-27.5% |
| Participant deferral / active EE | $10,325 | $5,955+73.4% | $5,202+98.5% | $5,983+72.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |