Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,674 | $138,102-77.8% | $125,381-75.5% | $134,532-77.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.24% | 750.73%-776.0pp | 572.31%-597.5pp | 418.27%-443.5pp |
| Employer contribution / active EE | $3,330 | $5,245-36.5% | $4,815-30.8% | $4,741-29.8% |
| Participant deferral / active EE | $15,777 | $7,801+102.3% | $7,448+111.8% | $6,401+146.5% |
| Admin fee / account holder | $200 | $11,568-98.3% | $10,007-98.0% | $11,429-98.3% |