Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $231,493 | $201,370+15.0% | $184,256+25.6% | $145,897+58.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.93% | 29.05%-20.1pp | 28.85%-19.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $22,058 | $7,024+214.1% | $6,427+243.2% | $4,663+373.1% |
| Participant deferral / active EE | $20,747 | $9,808+111.5% | $9,133+127.2% | $6,689+210.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |