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 | $121,381 | $103,008+17.8% | $90,304+34.4% | $152,897-20.6% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.5%+11.7pp |
| Annual return | 1.93% | 95.22%-93.3pp | 78.13%-76.2pp | 345.43%-343.5pp |
| Employer contribution / active EE | $2,309 | $3,139-26.5% | $2,855-19.1% | $4,764-51.5% |
| Participant deferral / active EE | $3,176 | $4,281-25.8% | $3,885-18.2% | $5,851-45.7% |
| Admin fee / account holder | $211 | $6,175-96.6% | $5,354-96.1% | $11,599-98.2% |