Sign up free to preview peer percentile detail
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 | $44,707 | $58,234-23.2% | $81,783-45.3% | $80,874-44.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 7.78% | 41.70%-33.9pp | 775.05%-767.3pp | 35.62%-27.8pp |
| Employer contribution / active EE | $8,665 | $2,341+270.1% | $2,913+197.5% | $2,756+214.5% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |