Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,538 | $84,685-75.7% | $73,836-72.2% | $125,389-83.6% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -3.63% | 3123.80%-3127.4pp | 2268.06%-2271.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $268 | $3,123-91.4% | $2,787-90.4% | $4,866-94.5% |
| Participant deferral / active EE | $1,594 | $3,993-60.1% | $3,583-55.5% | $5,352-70.2% |
| Admin fee / account holder | $189 | $5,694-96.7% | $4,882-96.1% | $9,541-98.0% |