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 | $65,779 | $101,063-34.9% | $81,473-19.3% | $147,586-55.4% |
| Participation rate | 81.8% | 74.5%+7.4pp | 68.0%+13.9pp | 82.8%-1.0pp |
| Annual return | 4.20% | 32.41%-28.2pp | 38.78%-34.6pp | 578.59%-574.4pp |
| Employer contribution / active EE | $1,443 | $3,206-55.0% | $2,568-43.8% | $4,876-70.4% |
| Participant deferral / active EE | $4,899 | $4,242+15.5% | $3,537+38.5% | $5,439-9.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |