Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $102,107 | $72,446+40.9% | $67,561+51.1% | $145,877-30.0% |
| Participation rate | 72.2% | 76.9%-4.6pp | 72.9%-0.7pp | 80.3%-8.1pp |
| Annual return | 0.61% | 7211.98%-7211.4pp | 3525.44%-3524.8pp | 551.28%-550.7pp |
| Employer contribution / active EE | $426 | $3,072-86.1% | $2,735-84.4% | $4,663-90.9% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $37 | $5,541-99.3% | $4,006-99.1% | $13,402-99.7% |