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 | $67,596 | $27,924+142.1% | $58,544+15.5% | $75,181-10.1% |
| Participation rate | 86.5% | 38.8%+47.6pp | 50.9%+35.6pp | 67.2%+19.3pp |
| Annual return | 7.81% | 44.20%-36.4pp | 4249.56%-4241.8pp | 160.69%-152.9pp |
| Employer contribution / active EE | $448 | $669-33.0% | $1,053-57.4% | $2,671-83.2% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $47 | $1,726-97.3% | $2,520-98.2% | $5,650-99.2% |