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 | $45,323 | $60,349-24.9% | $74,184-38.9% | $62,881-27.9% |
| Participation rate | 95.3% | 72.7%+22.6pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | 4.15% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $2,362 | $1,680+40.6% | $2,370-0.3% | $2,281+3.6% |
| Participant deferral / active EE | $3,878 | $2,856+35.8% | $3,550+9.2% | $3,203+21.1% |
| Admin fee / account holder | $24 | $4,261-99.4% | $5,586-99.6% | $4,296-99.4% |