Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,776 | $70,486+0.4% | $100,535-29.6% | $79,856-11.4% |
| Participation rate | 90.6% | 73.6%+17.0pp | 79.4%+11.2pp | 69.6%+21.0pp |
| Annual return | 5.57% | 21.90%-16.3pp | 30.90%-25.3pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,087 | $2,165-3.6% | $3,419-38.9% | $2,471-15.5% |
| Participant deferral / active EE | $4,064 | $5,182-21.6% | $6,271-35.2% | $3,741+8.7% |
| Admin fee / account holder | $35 | $4,480-99.2% | $8,085-99.6% | $5,306-99.3% |