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 | $19,699 | $96,691-79.6% | $86,656-77.3% | $139,487-85.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.62% | 106.87%-99.2pp | 593.09%-585.5pp | 373.84%-366.2pp |
| Employer contribution / active EE | $4,240 | $3,267+29.8% | $3,025+40.1% | $4,755-10.8% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $181 | $6,414-97.2% | $5,619-96.8% | $11,407-98.4% |