Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,299 | $97,732-80.3% | $83,831-77.0% | $135,380-85.7% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -28.27% | 1287.56%-1315.8pp | 850.99%-879.3pp | 519.81%-548.1pp |
| Employer contribution / active EE | $8,589 | $4,222+103.4% | $3,631+136.5% | $4,779+79.7% |
| Participant deferral / active EE | $6,800 | $4,683+45.2% | $4,082+66.6% | $5,609+21.2% |
| Admin fee / account holder | $172 | $6,675-97.4% | $5,479-96.9% | $10,828-98.4% |