Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,163 | $176,120-78.3% | $159,487-76.1% | $167,553-77.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.55% | 331.95%-325.4pp | 263.71%-257.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $17,324 | $5,299+226.9% | $4,831+258.6% | $4,840+258.0% |
| Participant deferral / active EE | $11,555 | $7,752+49.1% | $7,354+57.1% | $6,343+82.2% |
| Admin fee / account holder | $177 | $12,561-98.6% | $10,804-98.4% | $12,316-98.6% |