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 | $8,561 | $57,073-85.0% | $85,126-89.9% | $80,925-89.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 6.24% | 21.69%-15.5pp | 66.63%-60.4pp | 35.65%-29.4pp |
| Employer contribution / active EE | $1,129 | $1,801-37.3% | $2,731-58.7% | $2,756-59.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $47 | $4,988-99.1% | $6,160-99.2% | $6,940-99.3% |