Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $131,163 | $160,028-18.0% | $147,080-10.8% | $145,884-10.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.72% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.1pp |
| Employer contribution / active EE | $3,686 | $5,286-30.3% | $4,933-25.3% | $4,662-20.9% |
| Participant deferral / active EE | $11,256 | $8,422+33.7% | $8,066+39.5% | $6,690+68.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |