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 | $214,325 | $124,314+72.4% | $109,163+96.3% | $167,518+27.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.80% | 26.04%-20.2pp | 25.75%-20.0pp | 478.71%-472.9pp |
| Employer contribution / active EE | $2,167 | $4,209-48.5% | $3,723-41.8% | $4,838-55.2% |
| Participant deferral / active EE | $10,656 | $5,256+102.7% | $4,654+129.0% | $6,342+68.0% |
| Admin fee / account holder | $16 | $7,973-99.8% | $6,754-99.8% | $12,312-99.9% |