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 | $121,888 | $105,623+15.4% | $87,502+39.3% | $273,972-55.5% |
| Participation rate | 95.0% | 78.2%+16.8pp | 73.8%+21.2pp | 83.0%+12.0pp |
| Annual return | -0.10% | 12.26%-12.4pp | 12.21%-12.3pp | 41.46%-41.6pp |
| Employer contribution / active EE | $3,206 | $3,141+2.1% | $2,550+25.8% | $4,869-34.1% |
| Participant deferral / active EE | $4,600 | $3,601+27.8% | $3,149+46.1% | $5,287-13.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |