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 | $134,498 | $138,114-2.6% | $125,391+7.3% | $134,5450% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.92% | 750.88%-775.8pp | 572.41%-597.3pp | 418.37%-443.3pp |
| Employer contribution / active EE | $5,777 | $5,246+10.1% | $4,816+20.0% | $4,742+21.8% |
| Participant deferral / active EE | $12,524 | $7,801+60.5% | $7,448+68.1% | $6,401+95.6% |
| Admin fee / account holder | $44 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |