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 | $22,357 | $93,098-76.0% | $77,081-71.0% | $134,509-83.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.64% | 62.63%-84.3pp | 42.33%-64.0pp | 418.13%-439.8pp |
| Employer contribution / active EE | $5,945 | $3,419+73.9% | $2,813+111.3% | $4,741+25.4% |
| Participant deferral / active EE | $11,974 | $5,239+128.5% | $4,428+170.4% | $6,400+87.1% |
| Admin fee / account holder | $11 | $6,945-99.8% | $5,427-99.8% | $11,427-99.9% |