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 | $101,986 | $149,679-31.9% | $117,039-12.9% | $147,586-30.9% |
| Participation rate | 90.9% | 83.5%+7.4pp | 77.2%+13.7pp | 82.8%+8.1pp |
| Annual return | 0.27% | 19.31%-19.0pp | 18.95%-18.7pp | 578.59%-578.3pp |
| Employer contribution / active EE | $11,996 | $4,937+143.0% | $3,785+217.0% | $4,876+146.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |