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 | $23,653 | $81,487-71.0% | $102,412-76.9% | $80,935-70.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.94% | 25.60%-18.7pp | 24.94%-18.0pp | 35.66%-28.7pp |
| Employer contribution / active EE | $2,069 | $3,103-33.3% | $3,870-46.5% | $2,757-24.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $282 | $6,717-95.8% | $8,388-96.6% | $6,924-95.9% |