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 | $38,455 | $136,307-71.8% | $106,619-63.9% | $273,972-86.0% |
| Participation rate | 90.5% | 84.8%+5.7pp | 78.0%+12.5pp | 83.0%+7.5pp |
| Annual return | 0.36% | 11.05%-10.7pp | 9.42%-9.1pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,086 | $5,190-79.1% | $3,947-72.5% | $4,869-77.7% |
| Participant deferral / active EE | $1,420 | $4,969-71.4% | $3,930-63.9% | $5,287-73.1% |
| Admin fee / account holder | $14 | $8,625-99.8% | $6,418-99.8% | $10,133-99.9% |