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 | $144,876 | $181,896-20.4% | $156,551-7.5% | $273,972-47.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.32% | 30.74%-30.4pp | 32.23%-31.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $7,000 | $6,248+12.0% | $5,501+27.2% | $4,869+43.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $131 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |