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 | $39,046 | $180,462-78.4% | $154,111-74.7% | $135,379-71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.93% | 888.17%-900.1pp | 735.18%-747.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $1,604 | $6,036-73.4% | $5,298-69.7% | $4,779-66.4% |
| Participant deferral / active EE | $7,250 | $5,806+24.9% | $5,081+42.7% | $5,609+29.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |