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 | $109,066 | $124,425-12.3% | $112,040-2.7% | $137,256-20.5% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 8.40% | 24.72%-16.3pp | 24.52%-16.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $6,695 | $3,411+96.2% | $2,954+126.6% | $4,156+61.1% |
| Participant deferral / active EE | $2,592 | $5,718-54.7% | $5,098-49.2% | $6,407-59.5% |
| Admin fee / account holder | $83 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |