Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,553 | $106,247-72.2% | $96,515-69.4% | $139,466-78.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.82% | 38.47%-32.6pp | 35.73%-29.9pp | 373.66%-367.8pp |
| Employer contribution / active EE | $10,177 | $4,106+147.9% | $3,740+172.1% | $4,754+114.1% |
| Participant deferral / active EE | $3,159 | $5,456-42.1% | $4,880-35.3% | $6,712-52.9% |
| Admin fee / account holder | $113 | $7,885-98.6% | $6,735-98.3% | $11,409-99.0% |