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 | $47,132 | $60,442-22.0% | $96,754-51.3% | $87,485-46.1% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 13.11% | 21.97%-8.9pp | 82.04%-68.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $8,270 | $1,691+389.1% | $2,679+208.7% | $2,596+218.5% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $228 | $5,069-95.5% | $8,905-97.4% | $7,775-97.1% |