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 | $38,183 | $202,342-81.1% | $172,753-77.9% | $152,909-75.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 4.65% | 1029.88%-1025.2pp | 803.00%-798.4pp | 345.46%-340.8pp |
| Employer contribution / active EE | $3,731 | $5,857-36.3% | $5,144-27.5% | $4,764-21.7% |
| Participant deferral / active EE | $5,125 | $5,948-13.8% | $5,198-1.4% | $5,851-12.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |