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 | $157,078 | $162,136-3.1% | $152,301+3.1% | $154,746+1.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.88% | 91.02%-85.1pp | 80.50%-74.6pp | 172.34%-166.5pp |
| Employer contribution / active EE | $2,984 | $4,890-39.0% | $4,624-35.5% | $4,379-31.9% |
| Participant deferral / active EE | $14,361 | $8,341+72.2% | $8,004+79.4% | $6,730+113.4% |
| Admin fee / account holder | $40 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |