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 | $223,402 | $47,479+370.5% | $62,929+255.0% | $82,448+171.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.85% | 20.34%-11.5pp | 1063.93%-1055.1pp | 41.64%-32.8pp |
| Employer contribution / active EE | $2,744 | $1,885+45.6% | $2,505+9.6% | $2,551+7.6% |
| Participant deferral / active EE | $7,087 | $2,870+146.9% | $3,888+82.3% | $4,139+71.2% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |