Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $61,588 | $106,247-42.0% | $96,515-36.2% | $139,466-55.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.36% | 38.47%-31.1pp | 35.73%-28.4pp | 373.66%-366.3pp |
| Employer contribution / active EE | $1,678 | $4,106-59.1% | $3,740-55.1% | $4,754-64.7% |
| Participant deferral / active EE | $10,994 | $5,456+101.5% | $4,880+125.3% | $6,712+63.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |