Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,903 | $180,459-56.8% | $154,108-49.4% | $135,380-42.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.07% | 888.21%-898.3pp | 735.21%-745.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $6,254 | $6,035+3.6% | $5,298+18.1% | $4,779+30.9% |
| Participant deferral / active EE | $6,666 | $5,806+14.8% | $5,081+31.2% | $5,609+18.8% |
| Admin fee / account holder | $149 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |