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 | $111,917 | $228,317-51.0% | $185,808-39.8% | $158,931-29.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.30% | 40.81%-36.5pp | 35.95%-31.7pp | 302.86%-298.6pp |
| Employer contribution / active EE | $4,617 | $4,964-7.0% | $4,086+13.0% | $4,761-3.0% |
| Participant deferral / active EE | $11,533 | $6,415+79.8% | $5,632+104.8% | $5,982+92.8% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |