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 | $20,161 | $63,809-68.4% | $81,353-75.2% | $80,935-75.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 10.05% | 16.37%-6.3pp | 24.82%-14.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $3,054 | $1,981+54.2% | $2,464+24.0% | $2,757+10.8% |
| Participant deferral / active EE | $2,664 | $3,093-13.9% | $3,885-31.4% | $4,299-38.0% |
| Admin fee / account holder | $221 | $5,686-96.1% | $5,766-96.2% | $6,924-96.8% |