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 | $68,750 | $65,364+5.2% | $92,909-26.0% | $72,975-5.8% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.3pp |
| Annual return | 14.81% | 42.11%-27.3pp | 109.44%-94.6pp | 81.01%-66.2pp |
| Employer contribution / active EE | $801 | $2,594-69.1% | $3,653-78.1% | $2,440-67.2% |
| Participant deferral / active EE | $5,303 | $3,128+69.5% | $4,238+25.1% | $3,608+47.0% |
| Admin fee / account holder | $20 | $4,251-99.5% | $5,795-99.7% | $5,124-99.6% |