Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,242 | $181,896-50.9% | $156,551-43.0% | $273,972-67.4% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | -2.37% | 30.74%-33.1pp | 32.23%-34.6pp | 41.46%-43.8pp |
| Employer contribution / active EE | $1,382 | $6,248-77.9% | $5,501-74.9% | $4,869-71.6% |
| Participant deferral / active EE | $3,118 | $5,550-43.8% | $4,871-36.0% | $5,287-41.0% |
| Admin fee / account holder | $11 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |