Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,173 | $165,361-71.5% | $149,715-68.5% | $158,950-70.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 2.93% | 348.24%-345.3pp | 276.66%-273.7pp | 302.91%-300.0pp |
| Employer contribution / active EE | $1,309 | $5,103-74.4% | $4,645-71.8% | $4,762-72.5% |
| Participant deferral / active EE | $5,332 | $7,182-25.8% | $6,842-22.1% | $5,983-10.9% |
| Admin fee / account holder | $17 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |