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 | $188,081 | $110,410+70.3% | $102,437+83.6% | $145,897+28.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 6.33% | 24.85%-18.5pp | 24.95%-18.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $16,011 | $4,217+279.7% | $3,871+313.7% | $4,663+243.4% |
| Participant deferral / active EE | $15,206 | $5,622+170.5% | $5,060+200.5% | $6,689+127.3% |
| Admin fee / account holder | $22 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |