Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,308 | $176,794-83.4% | $146,647-80.0% | $167,553-82.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.77% | 24.04%-17.3pp | 22.75%-16.0pp | 478.89%-472.1pp |
| Employer contribution / active EE | $5,491 | $5,161+6.4% | $4,137+32.7% | $4,840+13.5% |
| Participant deferral / active EE | $4,333 | $6,440-32.7% | $5,506-21.3% | $6,343-31.7% |
| Admin fee / account holder | $231 | $13,262-98.3% | $10,281-97.8% | $12,316-98.1% |