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 | $68,854 | $197,819-65.2% | $155,789-55.8% | $125,389-45.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.00% | 86.73%-91.7pp | 71.54%-76.5pp | 282.24%-287.2pp |
| Employer contribution / active EE | $5,603 | $4,850+15.5% | $3,839+46.0% | $4,866+15.1% |
| Participant deferral / active EE | $7,539 | $5,631+33.9% | $4,798+57.1% | $5,352+40.9% |
| Admin fee / account holder | $238 | $9,544-97.5% | $7,477-96.8% | $9,541-97.5% |