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 | $24,698 | $97,732-74.7% | $83,831-70.5% | $135,380-81.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.04% | 1287.56%-1298.6pp | 850.99%-862.0pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,588 | $4,222-62.4% | $3,631-56.3% | $4,779-66.8% |
| Participant deferral / active EE | $7,066 | $4,683+50.9% | $4,082+73.1% | $5,609+26.0% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |