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 | $27,993 | $76,519-63.4% | $56,025-50.0% | $145,897-80.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 2.51% | 3017.03%-3014.5pp | 1712.69%-1710.2pp | 552.29%-549.8pp |
| Employer contribution / active EE | $1,290 | $1,383-6.7% | $1,042+23.8% | $4,663-72.3% |
| Participant deferral / active EE | $10,167 | $2,624+287.4% | $1,955+420.2% | $6,689+52.0% |
| Admin fee / account holder | $154 | $3,331-95.4% | $2,828-94.6% | $13,390-98.9% |