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 | $23,394 | $103,393-77.4% | $87,103-73.1% | $152,909-84.7% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 3.75% | 28.10%-24.3pp | 28.19%-24.4pp | 345.46%-341.7pp |
| Employer contribution / active EE | $4,317 | $3,221+34.0% | $2,521+71.2% | $4,764-9.4% |
| Participant deferral / active EE | $4,864 | $4,778+1.8% | $4,049+20.1% | $5,851-16.9% |
| Admin fee / account holder | $113 | $12,195-99.1% | $7,491-98.5% | $11,601-99.0% |