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 | $194,357 | $106,280+82.9% | $96,538+101.3% | $139,487+39.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.93% | 38.48%-28.6pp | 35.74%-25.8pp | 373.84%-363.9pp |
| Employer contribution / active EE | $12,860 | $4,107+213.1% | $3,740+243.8% | $4,755+170.5% |
| Participant deferral / active EE | $12,362 | $5,457+126.5% | $4,880+153.3% | $6,713+84.2% |
| Admin fee / account holder | $22 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |