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 | $50,080 | $111,814-55.2% | $103,378-51.6% | $145,978-65.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.57% | 24.80%-17.2pp | 24.91%-17.3pp | 550.52%-542.9pp |
| Employer contribution / active EE | $3,220 | $4,215-23.6% | $3,870-16.8% | $4,662-30.9% |
| Participant deferral / active EE | $10,167 | $5,618+81.0% | $5,058+101.0% | $6,690+52.0% |
| Admin fee / account holder | $221 | $9,764-97.7% | $8,401-97.4% | $13,400-98.4% |