Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,721 | $165,399-60.9% | $149,745-56.8% | $158,982-59.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 7.19% | 348.34%-341.1pp | 276.72%-269.5pp | 302.99%-295.8pp |
| Employer contribution / active EE | $3,479 | $5,105-31.9% | $4,646-25.1% | $4,763-27.0% |
| Participant deferral / active EE | $6,402 | $7,183-10.9% | $6,843-6.4% | $5,983+7.0% |
| Admin fee / account holder | $206 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |