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 | $30,718 | $77,157-60.2% | $108,405-71.7% | $85,847-64.2% |
| Participation rate | 73.0% | 74.7%-1.6pp | 80.1%-7.1pp | 69.3%+3.7pp |
| Annual return | 10.24% | 44.55%-34.3pp | 905.55%-895.3pp | 318.61%-308.4pp |
| Employer contribution / active EE | $2,046 | $2,379-14.0% | $3,559-42.5% | $2,565-20.3% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,174-100.0% | $7,297-100.0% | $6,261-100.0% |