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 | $74,811 | $81,276-8.0% | $155,574-51.9% | $80,925-7.6% |
| Participation rate | 70.4% | 66.2%+4.1pp | 78.2%-7.8pp | 67.7%+2.7pp |
| Annual return | 10.60% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $885 | $3,103-71.5% | $4,676-81.1% | $2,756-67.9% |
| Participant deferral / active EE | $2,840 | $3,453-17.7% | $5,629-49.5% | $4,299-33.9% |
| Admin fee / account holder | $268 | $7,993-96.6% | $15,914-98.3% | $6,940-96.1% |