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 | $30,555 | $62,672-51.2% | $185,117-83.5% | $70,126-56.4% |
| Participation rate | 85.7% | 63.8%+21.9pp | 77.3%+8.4pp | 69.5%+16.2pp |
| Annual return | 11.60% | 40.79%-29.2pp | 40.50%-28.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $3,507 | $1,753+100.1% | $4,182-16.1% | $2,343+49.7% |
| Participant deferral / active EE | $5,898 | $3,272+80.3% | $5,045+16.9% | $3,332+77.0% |
| Admin fee / account holder | $123 | $3,932-96.9% | $8,159-98.5% | $4,645-97.4% |