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 | $72,507 | $41,377+75.2% | $109,313-33.7% | $62,881+15.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -0.59% | 11.05%-11.6pp | 22.07%-22.7pp | 20.14%-20.7pp |
| Employer contribution / active EE | $5,270 | $1,276+313.0% | $3,892+35.4% | $2,281+131.1% |
| Participant deferral / active EE | $2,025 | $2,045-1.0% | $3,166-36.1% | $3,203-36.8% |
| Admin fee / account holder | $52 | $2,884-98.2% | $5,666-99.1% | $4,296-98.8% |