Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,540 | $183,539-89.9% | $155,556-88.1% | $145,897-87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.63% | 61.31%-55.7pp | 64.84%-59.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $5,185 | $5,315-2.4% | $4,675+10.9% | $4,663+11.2% |
| Participant deferral / active EE | $5,061 | $6,467-21.7% | $5,631-10.1% | $6,689-24.3% |
| Admin fee / account holder | $116 | $19,275-99.4% | $15,885-99.3% | $13,390-99.1% |