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 | $54,105 | $180,028-69.9% | $138,135-60.8% | $158,982-66.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 3.31% | 21.68%-18.4pp | 20.51%-17.2pp | 302.99%-299.7pp |
| Employer contribution / active EE | $1,384 | $7,470-81.5% | $5,587-75.2% | $4,763-70.9% |
| Participant deferral / active EE | $7,073 | $7,717-8.4% | $6,431+10.0% | $5,983+18.2% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,252-100.0% |