Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,646 | $138,114-86.5% | $125,391-85.1% | $134,545-86.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -28.46% | 750.88%-779.3pp | 572.41%-600.9pp | 418.37%-446.8pp |
| Employer contribution / active EE | $1,774 | $5,246-66.2% | $4,816-63.2% | $4,742-62.6% |
| Participant deferral / active EE | $6,645 | $7,801-14.8% | $7,448-10.8% | $6,401+3.8% |
| Admin fee / account holder | $113 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |