Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,415 | $169,361-72.6% | $129,397-64.1% | $145,877-68.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.80% | 14395.54%-14393.7pp | 9453.98%-9452.2pp | 551.28%-549.5pp |
| Employer contribution / active EE | $1,130 | $5,542-79.6% | $4,154-72.8% | $4,663-75.8% |
| Participant deferral / active EE | $12,200 | $4,987+144.6% | $4,167+192.8% | $6,691+82.3% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |