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 | $32,327 | $103,393-68.7% | $87,103-62.9% | $152,909-78.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 8.82% | 28.10%-19.3pp | 28.19%-19.4pp | 345.46%-336.6pp |
| Employer contribution / active EE | $9,945 | $3,221+208.7% | $2,521+294.4% | $4,764+108.8% |
| Participant deferral / active EE | $5,057 | $4,778+5.8% | $4,049+24.9% | $5,851-13.6% |
| Admin fee / account holder | $62 | $12,195-99.5% | $7,491-99.2% | $11,601-99.5% |