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 | $153,600 | $153,769-0.1% | $133,975+14.6% | $273,972-43.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.27% | 36.51%-35.2pp | 29.29%-28.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $24,414 | $6,029+305.0% | $5,211+368.5% | $4,869+401.4% |
| Participant deferral / active EE | $14,146 | $6,958+103.3% | $6,282+125.2% | $5,287+167.6% |
| Admin fee / account holder | $101 | $11,765-99.1% | $9,324-98.9% | $10,133-99.0% |