Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,174 | $117,846-51.5% | $102,434-44.2% | $145,884-60.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.94% | 31.90%-25.0pp | 29.46%-22.5pp | 551.85%-544.9pp |
| Employer contribution / active EE | $4,275 | $3,615+18.3% | $3,023+41.4% | $4,662-8.3% |
| Participant deferral / active EE | $8,520 | $5,733+48.6% | $5,055+68.5% | $6,690+27.4% |
| Admin fee / account holder | $235 | $13,356-98.2% | $9,462-97.5% | $13,392-98.2% |