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 | $126,146 | $198,457-36.4% | $170,435-26.0% | $147,586-14.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 5.28% | 257.30%-252.0pp | 205.94%-200.7pp | 578.59%-573.3pp |
| Employer contribution / active EE | $1,348 | $6,183-78.2% | $5,432-75.2% | $4,876-72.4% |
| Participant deferral / active EE | $2,135 | $5,629-62.1% | $4,939-56.8% | $5,439-60.7% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |