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 | $58,358 | $175,231-66.7% | $149,696-61.0% | $139,466-58.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.85% | 166.77%-162.9pp | 134.46%-130.6pp | 373.66%-369.8pp |
| Employer contribution / active EE | $6,364 | $5,478+16.2% | $4,821+32.0% | $4,754+33.9% |
| Participant deferral / active EE | $16,550 | $6,521+153.8% | $5,682+191.3% | $6,712+146.6% |
| Admin fee / account holder | $22 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |