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 | $31,964 | $63,346-49.5% | $92,240-65.3% | $70,126-54.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.97% | 530.19%-518.2pp | 176.29%-164.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $804 | $2,471-67.5% | $3,680-78.2% | $2,343-65.7% |
| Participant deferral / active EE | $3,396 | $2,854+19.0% | $3,897-12.9% | $3,332+1.9% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |