Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,375 | $167,362-84.8% | $143,799-82.4% | $134,532-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.06% | 0.47%-22.5pp | -0.04%-22.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $15,311 | $5,620+172.4% | $4,952+209.2% | $4,741+222.9% |
| Participant deferral / active EE | $10,344 | $6,447+60.4% | $5,638+83.5% | $6,401+61.6% |
| Admin fee / account holder | $95 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |