Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $126,808 | $111,814+13.4% | $103,378+22.7% | $145,978-13.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.53% | 24.80%-16.3pp | 24.91%-16.4pp | 550.52%-542.0pp |
| Employer contribution / active EE | $12,951 | $4,215+207.3% | $3,870+234.6% | $4,662+177.8% |
| Participant deferral / active EE | $9,268 | $5,618+65.0% | $5,058+83.3% | $6,690+38.5% |
| Admin fee / account holder | $4 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |