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 | $24,155 | $76,551-68.4% | $123,894-80.5% | $62,881-61.6% |
| Participation rate | 86.2% | 73.0%+13.2pp | 81.4%+4.8pp | 69.3%+16.9pp |
| Annual return | 1.53% | 18.68%-17.1pp | 47.52%-46.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $4,479 | $2,882+55.4% | $4,617-3.0% | $2,281+96.4% |
| Participant deferral / active EE | $4,361 | $4,840-9.9% | $5,984-27.1% | $3,203+36.1% |
| Admin fee / account holder | $161 | $4,826-96.7% | $8,357-98.1% | $4,296-96.2% |