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 | $58,874 | $90,617-35.0% | $79,476-25.9% | $135,382-56.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -25.47% | 977.57%-1003.0pp | 718.21%-743.7pp | 519.77%-545.2pp |
| Employer contribution / active EE | $1,160 | $3,068-62.2% | $2,800-58.6% | $4,779-75.7% |
| Participant deferral / active EE | $15,915 | $4,050+292.9% | $3,704+329.7% | $5,609+183.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |