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 | $207,587 | $104,251+99.1% | $91,004+128.1% | $147,586+40.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.88% | 27.06%-19.2pp | 4.60%+3.3pp | 578.59%-570.7pp |
| Employer contribution / active EE | $15,803 | $3,116+407.2% | $2,456+543.5% | $4,876+224.1% |
| Participant deferral / active EE | $7,048 | $4,195+68.0% | $3,548+98.7% | $5,439+29.6% |
| Admin fee / account holder | $10 | $8,948-99.9% | $5,417-99.8% | $10,886-99.9% |