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 | $29,746 | $225,673-86.8% | $203,872-85.4% | $155,188-80.8% |
| Participation rate | 72.7% | 80.3%-7.6pp | 77.8%-5.1pp | 80.8%-8.1pp |
| Annual return | 2.07% | 95.91%-93.8pp | 85.11%-83.0pp | 148.84%-146.8pp |
| Employer contribution / active EE | $1,534 | $4,099-62.6% | $3,757-59.2% | $4,248-63.9% |
| Participant deferral / active EE | $2,358 | $6,893-65.8% | $6,388-63.1% | $6,531-63.9% |
| Admin fee / account holder | $52 | $12,327-99.6% | $11,730-99.6% | $14,480-99.6% |