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 | $32,706 | $57,590-43.2% | $86,233-62.1% | $82,448-60.3% |
| Participation rate | 87.2% | 57.9%+29.3pp | 69.0%+18.2pp | 68.1%+19.1pp |
| Annual return | 11.33% | 22.41%-11.1pp | 61.39%-50.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,582 | $1,655-4.4% | $2,504-36.8% | $2,551-38.0% |
| Participant deferral / active EE | $1,582 | $3,080-48.6% | $4,559-65.3% | $4,139-61.8% |
| Admin fee / account holder | $298 | $4,730-93.7% | $8,342-96.4% | $7,234-95.9% |