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 | $162,837 | $99,652+63.4% | $78,778+106.7% | $147,586+10.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 6.56% | 47.28%-40.7pp | 35.62%-29.1pp | 578.59%-572.0pp |
| Employer contribution / active EE | $2,393 | $2,796-14.4% | $1,986+20.5% | $4,876-50.9% |
| Participant deferral / active EE | $3,367 | $3,664-8.1% | $2,958+13.8% | $5,439-38.1% |
| Admin fee / account holder | $162 | $7,155-97.7% | $5,134-96.8% | $10,886-98.5% |