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 | $120,943 | $85,024+42.2% | $70,544+71.4% | $139,466-13.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 0.97% | 30.39%-29.4pp | 32.79%-31.8pp | 373.66%-372.7pp |
| Employer contribution / active EE | $7,409 | $3,912+89.4% | $2,976+149.0% | $4,754+55.8% |
| Participant deferral / active EE | $22,500 | $5,891+281.9% | $4,568+392.5% | $6,712+235.2% |
| Admin fee / account holder | $89 | $8,928-99.0% | $6,427-98.6% | $11,409-99.2% |