Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $225,646 | $157,304+43.4% | $141,197+59.8% | $152,909+47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.16% | 64.34%-62.2pp | 71.41%-69.2pp | 345.46%-343.3pp |
| Employer contribution / active EE | $3,705 | $5,263-29.6% | $4,736-21.8% | $4,764-22.2% |
| Participant deferral / active EE | $17,172 | $7,111+141.5% | $6,710+155.9% | $5,851+193.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |