Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,778 | $138,114-81.3% | $125,391-79.4% | $134,545-80.8% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -24.61% | 750.88%-775.5pp | 572.41%-597.0pp | 418.37%-443.0pp |
| Employer contribution / active EE | $2,815 | $5,246-46.3% | $4,816-41.5% | $4,742-40.6% |
| Participant deferral / active EE | $9,730 | $7,801+24.7% | $7,448+30.6% | $6,401+52.0% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |