Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,992 | $115,796-81.9% | $101,264-79.3% | $158,950-86.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.87% | 56.15%-55.3pp | 46.48%-45.6pp | 302.91%-302.0pp |
| Employer contribution / active EE | $4,671 | $4,175+11.9% | $3,660+27.6% | $4,762-1.9% |
| Participant deferral / active EE | $9,806 | $4,958+97.8% | $4,370+124.4% | $5,983+63.9% |
| Admin fee / account holder | $76 | $7,247-99.0% | $5,947-98.7% | $11,248-99.3% |