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 | $21,333 | $56,682-62.4% | - | $135,379-84.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -14.56% | 2615.76%-2630.3pp | - | 519.79%-534.4pp |
| Employer contribution / active EE | $836 | $2,734-69.4% | - | $4,779-82.5% |
| Participant deferral / active EE | $9,845 | $3,704+165.8% | - | $5,609+75.5% |
| Admin fee / account holder | $0 | $1,580-100.0% | - | $10,828-100.0% |