Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,570 | $49,199-41.9% | $121,204-76.4% | $75,173-62.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.59% | 56.04%-43.5pp | 987.18%-974.6pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,494 | $1,547-3.4% | $4,170-64.2% | $2,671-44.1% |
| Participant deferral / active EE | $3,578 | $2,630+36.0% | $4,083-12.4% | $4,126-13.3% |
| Admin fee / account holder | $1 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |