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 | $64,661 | $114,119-43.3% | $107,187-39.7% | $138,895-53.4% |
| Participation rate | 88.2% | 78.1%+10.2pp | 75.0%+13.2pp | 79.9%+8.3pp |
| Annual return | 10.82% | 273.21%-262.4pp | 204.55%-193.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,829 | $5,538-48.9% | $5,096-44.5% | $6,396-55.8% |
| Admin fee / account holder | $198 | $10,024-98.0% | $9,162-97.8% | $12,562-98.4% |