Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $155,920 | $227,597-31.5% | $189,575-17.8% | $167,536-6.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.82% | 78.44%-72.6pp | 64.19%-58.4pp | 478.82%-473.0pp |
| Employer contribution / active EE | $29,250 | $5,316+450.2% | $4,412+563.0% | $4,839+504.5% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,342+258.7% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |