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 | $29,378 | $180,459-83.7% | $154,108-80.9% | $135,380-78.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.12% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,742 | $6,035-71.1% | $5,298-67.1% | $4,779-63.6% |
| Participant deferral / active EE | $6,951 | $5,806+19.7% | $5,081+36.8% | $5,609+23.9% |
| Admin fee / account holder | $233 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |