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 | $165,134 | $150,442+9.8% | $136,295+21.2% | $147,585+11.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.10% | 1049.09%-1039.0pp | 5155.97%-5145.9pp | 578.56%-568.5pp |
| Employer contribution / active EE | $3,816 | $5,256-27.4% | $4,695-18.7% | $4,876-21.7% |
| Participant deferral / active EE | $10,383 | $6,630+56.6% | $6,247+66.2% | $5,439+90.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |