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 | $25,106 | $81,476-69.2% | $102,383-75.5% | $80,925-69.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.01% | 25.59%-17.6pp | 24.94%-16.9pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,275 | $3,105-58.9% | $3,870-67.1% | $2,756-53.7% |
| Participant deferral / active EE | $3,493 | $3,871-9.8% | $5,060-31.0% | $4,299-18.7% |
| Admin fee / account holder | $283 | $6,717-95.8% | $8,391-96.6% | $6,940-95.9% |