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 | $56,599 | $106,005-46.6% | $92,239-38.6% | $147,585-61.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.91% | 50.05%-45.1pp | 176.29%-171.4pp | 578.58%-573.7pp |
| Employer contribution / active EE | $2,225 | $4,333-48.6% | $3,680-39.5% | $4,876-54.4% |
| Participant deferral / active EE | $4,198 | $4,478-6.3% | $3,897+7.7% | $5,439-22.8% |
| Admin fee / account holder | $34 | $6,333-99.5% | $5,194-99.3% | $10,886-99.7% |