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 | $23,507 | $70,366-66.6% | $66,674-64.7% | $138,895-83.1% |
| Participation rate | 88.2% | 76.2%+12.1pp | 73.7%+14.6pp | 79.9%+8.3pp |
| Annual return | 11.77% | 386.41%-374.6pp | 321.24%-309.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $3,475 | $2,765+25.7% | $2,620+32.6% | $4,194-17.1% |
| Participant deferral / active EE | $2,741 | $4,374-37.3% | $4,084-32.9% | $6,396-57.2% |
| Admin fee / account holder | $248 | $5,262-95.3% | $5,098-95.1% | $12,562-98.0% |