Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,802 | $110,212-60.3% | $96,534-54.6% | $139,466-68.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 3.59% | 26.42%-22.8pp | 25.88%-22.3pp | 373.66%-370.1pp |
| Employer contribution / active EE | $3,287 | $3,620-9.2% | $2,965+10.9% | $4,754-30.9% |
| Participant deferral / active EE | $9,259 | $5,547+66.9% | $4,851+90.9% | $6,712+37.9% |
| Admin fee / account holder | $2 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |