Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $63,210 | $104,664-39.6% | $85,693-26.2% | $167,518-62.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.80% | 21.45%-20.6pp | 21.49%-20.7pp | 478.71%-477.9pp |
| Employer contribution / active EE | $7,638 | $3,337+128.9% | $2,618+191.7% | $4,838+57.9% |
| Participant deferral / active EE | $19,500 | $4,824+304.2% | $3,923+397.1% | $6,342+207.5% |
| Admin fee / account holder | $42 | $10,032-99.6% | $6,874-99.4% | $12,312-99.7% |