Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,490 | $165,399-77.9% | $149,745-75.6% | $158,982-77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.96% | 348.34%-344.4pp | 276.72%-272.8pp | 302.99%-299.0pp |
| Employer contribution / active EE | $985 | $5,105-80.7% | $4,646-78.8% | $4,763-79.3% |
| Participant deferral / active EE | $6,219 | $7,183-13.4% | $6,843-9.1% | $5,983+3.9% |
| Admin fee / account holder | $218 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |