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 | $153,892 | $90,530+70.0% | $76,030+102.4% | $145,897+5.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 2.10% | 625.08%-623.0pp | 361.54%-359.4pp | 552.29%-550.2pp |
| Employer contribution / active EE | $7,414 | $3,319+123.4% | $2,688+175.9% | $4,663+59.0% |
| Participant deferral / active EE | $23,000 | $5,164+345.4% | $4,257+440.3% | $6,689+243.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |