Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $89,296 | $167,415-46.7% | $140,514-36.5% | $198,609-55.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 13.85%-13.9pp | 14.36%-14.4pp | 202.70%-202.7pp |
| Employer contribution / active EE | $3,712 | $4,088-9.2% | $3,378+9.9% | $5,055-26.6% |
| Participant deferral / active EE | $8,101 | $5,579+45.2% | $4,919+64.7% | $6,977+16.1% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |