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 | $117,904-51.5% | $102,457-44.2% | $145,978-60.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.94% | 31.80%-24.9pp | 29.41%-22.5pp | 550.52%-543.6pp |
| Employer contribution / active EE | $4,275 | $3,613+18.3% | $3,022+41.4% | $4,662-8.3% |
| Participant deferral / active EE | $8,520 | $5,733+48.6% | $5,054+68.6% | $6,690+27.4% |
| Admin fee / account holder | $235 | $13,329-98.2% | $9,451-97.5% | $13,400-98.2% |