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 | $49,767 | $85,766-42.0% | $136,298-63.5% | $70,126-29.0% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 12.56% | 31.46%-18.9pp | 5156.27%-5143.7pp | 73.15%-60.6pp |
| Employer contribution / active EE | $1,394 | $2,966-53.0% | $4,696-70.3% | $2,343-40.5% |
| Participant deferral / active EE | $4,638 | $5,051-8.2% | $6,247-25.8% | $3,332+39.2% |
| Admin fee / account holder | $189 | $5,421-96.5% | $9,244-98.0% | $4,645-95.9% |