Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,406 | $96,678-10.6% | $86,640-0.3% | $139,466-38.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 10.32% | 106.69%-96.4pp | 592.52%-582.2pp | 373.66%-363.3pp |
| Employer contribution / active EE | $3,144 | $3,265-3.7% | $3,024+4.0% | $4,754-33.9% |
| Participant deferral / active EE | $6,148 | $4,837+27.1% | $4,438+38.5% | $6,712-8.4% |
| Admin fee / account holder | $80 | $6,410-98.8% | $5,616-98.6% | $11,409-99.3% |