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 | $231,092 | $105,856+118.3% | $90,161+156.3% | $147,586+56.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.02% | 37.63%-27.6pp | 34.89%-24.9pp | 578.59%-568.6pp |
| Employer contribution / active EE | $15,540 | $4,126+276.6% | $3,318+368.3% | $4,876+218.7% |
| Participant deferral / active EE | $17,665 | $5,733+208.2% | $5,287+234.1% | $5,439+224.8% |
| Admin fee / account holder | $196 | $8,046-97.6% | $5,943-96.7% | $10,886-98.2% |