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 | $172,480 | $162,136+6.4% | $152,301+13.2% | $154,746+11.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 10.76% | 91.02%-80.3pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $4,662 | $4,890-4.7% | $4,624+0.8% | $4,379+6.5% |
| Participant deferral / active EE | $8,360 | $8,341+0.2% | $8,004+4.5% | $6,730+24.2% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |