Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,192 | $138,078-44.8% | $125,363-39.2% | $134,509-43.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.32% | 750.49%-778.8pp | 572.15%-600.5pp | 418.13%-446.5pp |
| Employer contribution / active EE | $1,705 | $5,245-67.5% | $4,815-64.6% | $4,741-64.0% |
| Participant deferral / active EE | $10,723 | $7,800+37.5% | $7,447+44.0% | $6,400+67.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |