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 | $221,142 | $160,040+38.2% | $147,096+50.3% | $145,877+51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.90% | 98.49%-90.6pp | 419.75%-411.8pp | 551.28%-543.4pp |
| Employer contribution / active EE | $2,058 | $5,289-61.1% | $4,936-58.3% | $4,663-55.9% |
| Participant deferral / active EE | $25,103 | $8,429+197.8% | $8,071+211.0% | $6,691+275.2% |
| Admin fee / account holder | $30 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |