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 | $195,546 | $112,933+73.2% | $90,970+115.0% | $158,982+23.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 2.75% | 215.82%-213.1pp | 134.60%-131.8pp | 302.99%-300.2pp |
| Employer contribution / active EE | $1,730 | $2,893-40.2% | $2,122-18.5% | $4,763-63.7% |
| Participant deferral / active EE | $8,028 | $4,128+94.5% | $3,373+138.0% | $5,983+34.2% |
| Admin fee / account holder | $28 | $8,047-99.6% | $5,961-99.5% | $11,252-99.7% |