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 | $32,322 | $65,364-50.6% | $92,909-65.2% | $72,975-55.7% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.5pp |
| Annual return | 1.14% | 42.11%-41.0pp | 109.44%-108.3pp | 81.01%-79.9pp |
| Employer contribution / active EE | $800 | $2,594-69.2% | $3,653-78.1% | $2,440-67.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13 | $4,251-99.7% | $5,795-99.8% | $5,124-99.7% |