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 | $98,970 | $104,251-5.1% | $91,004+8.8% | $147,586-32.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.04% | 27.06%-19.0pp | 4.60%+3.4pp | 578.59%-570.6pp |
| Employer contribution / active EE | $15,613 | $3,116+401.1% | $2,456+535.8% | $4,876+220.2% |
| Participant deferral / active EE | $5,915 | $4,195+41.0% | $3,548+66.7% | $5,439+8.8% |
| Admin fee / account holder | $248 | $8,948-97.2% | $5,417-95.4% | $10,886-97.7% |