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 | $182,034 | $156,398+16.4% | $147,318+23.6% | $138,895+31.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.09% | 78.75%-67.7pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,844 | $4,853-62.0% | $4,593-59.8% | $4,194-56.0% |
| Participant deferral / active EE | $8,032 | $8,237-2.5% | $7,906+1.6% | $6,396+25.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |