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 | $59,344 | $183,516-67.7% | $155,534-61.8% | $145,884-59.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.76% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $13,961 | $5,315+162.7% | $4,675+198.7% | $4,662+199.4% |
| Participant deferral / active EE | $11,687 | $6,467+80.7% | $5,630+107.6% | $6,690+74.7% |
| Admin fee / account holder | $1 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |