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 | $45,560 | $135,645-66.4% | $110,243-58.7% | $135,380-66.3% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -9.05% | 513.24%-522.3pp | 314.76%-323.8pp | 519.81%-528.9pp |
| Employer contribution / active EE | $6,827 | $4,907+39.1% | $3,827+78.4% | $4,779+42.9% |
| Participant deferral / active EE | $6,075 | $5,507+10.3% | $4,672+30.0% | $5,609+8.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |