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 | $47,673 | $65,367-27.1% | $92,915-48.7% | $72,976-34.7% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.7pp |
| Annual return | 15.81% | 42.11%-26.3pp | 109.45%-93.6pp | 81.02%-65.2pp |
| Employer contribution / active EE | $11,408 | $2,594+339.8% | $3,653+212.2% | $2,440+367.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $155 | $4,251-96.3% | $5,796-97.3% | $5,124-97.0% |