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 | $20,959 | $76,407-72.6% | $150,298-86.1% | $82,448-74.6% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 11.42% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $929 | $2,614-64.5% | $4,154-77.6% | $2,551-63.6% |
| Participant deferral / active EE | $2,756 | $3,214-14.3% | $5,453-49.5% | $4,139-33.4% |
| Admin fee / account holder | $166 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |