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 | $41,754 | $138,078-69.8% | $125,363-66.7% | $134,509-69.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.88% | 750.49%-771.4pp | 572.15%-593.0pp | 418.13%-439.0pp |
| Employer contribution / active EE | $3,483 | $5,245-33.6% | $4,815-27.7% | $4,741-26.5% |
| Participant deferral / active EE | $8,865 | $7,800+13.7% | $7,447+19.0% | $6,400+38.5% |
| Admin fee / account holder | $191 | $11,566-98.3% | $10,005-98.1% | $11,427-98.3% |