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 | $66,500 | $217,432-69.4% | $185,849-64.2% | $167,536-60.3% |
| Participation rate | 82.4% | 86.1%-3.7pp | 81.7%+0.6pp | 82.1%+0.2pp |
| Annual return | 7.56% | 148.42%-140.9pp | 122.10%-114.5pp | 478.82%-471.3pp |
| Employer contribution / active EE | $2,258 | $5,875-61.6% | $5,169-56.3% | $4,839-53.3% |
| Participant deferral / active EE | $6,242 | $6,357-1.8% | $5,569+12.1% | $6,342-1.6% |
| Admin fee / account holder | $298 | $19,818-98.5% | $16,244-98.2% | $12,315-97.6% |