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 | $173,666 | $160,070+8.5% | $147,117+18.0% | $145,897+19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.67% | 98.69%-95.0pp | 420.54%-416.9pp | 552.29%-548.6pp |
| Employer contribution / active EE | $13,060 | $5,285+147.1% | $4,932+164.8% | $4,663+180.1% |
| Participant deferral / active EE | $7,829 | $8,419-7.0% | $8,065-2.9% | $6,689+17.0% |
| Admin fee / account holder | $202 | $15,035-98.7% | $12,993-98.4% | $13,390-98.5% |