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 | $30,382 | $69,248-56.1% | $64,101-52.6% | $139,466-78.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.25% | 45.95%-38.7pp | 33.72%-26.5pp | 373.66%-366.4pp |
| Employer contribution / active EE | $1,412 | $3,185-55.6% | $2,749-48.6% | $4,754-70.3% |
| Participant deferral / active EE | $3,300 | $4,682-29.5% | $3,881-15.0% | $6,712-50.8% |
| Admin fee / account holder | $230 | $4,247-94.6% | $3,070-92.5% | $11,409-98.0% |