Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,189 | $27,639-88.5% | $61,501-94.8% | $68,490-95.3% |
| Participation rate | 80.0% | 39.5%+40.5pp | 52.6%+27.4pp | 67.9%+12.1pp |
| Annual return | -202.59% | -13.19%-189.4pp | 339.04%-541.6pp | -7.85%-194.7pp |
| Employer contribution / active EE | $2,308 | $696+231.6% | $1,160+99.0% | $2,597-11.1% |
| Participant deferral / active EE | $695 | $1,264-45.0% | $2,125-67.3% | $4,028-82.7% |
| Admin fee / account holder | $8 | $2,012-99.6% | $2,132-99.6% | $5,403-99.8% |