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 | $29,725 | $57,073-47.9% | $85,126-65.1% | $80,925-63.3% |
| Participation rate | 90.3% | 56.4%+33.9pp | 67.5%+22.8pp | 67.7%+22.7pp |
| Annual return | 9.08% | 21.69%-12.6pp | 66.63%-57.6pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,149 | $3,113+1.2% | $4,523-30.4% | $4,299-26.7% |
| Admin fee / account holder | $250 | $4,988-95.0% | $6,160-95.9% | $6,940-96.4% |