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 | $30,989 | $85,171-63.6% | $172,753-82.1% | $72,976-57.5% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 15.20% | 27.32%-12.1pp | 803.00%-787.8pp | 81.02%-65.8pp |
| Employer contribution / active EE | $3,367 | $3,324+1.3% | $5,144-34.6% | $2,440+38.0% |
| Participant deferral / active EE | $3,957 | $3,260+21.4% | $5,198-23.9% | $3,608+9.7% |
| Admin fee / account holder | $61 | $5,880-99.0% | $13,956-99.6% | $5,124-98.8% |