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 | $30,288 | $180,459-83.2% | $154,108-80.3% | $135,380-77.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.89% | 888.21%-898.1pp | 735.21%-745.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $3,446 | $6,035-42.9% | $5,298-35.0% | $4,779-27.9% |
| Participant deferral / active EE | $8,678 | $5,806+49.5% | $5,081+70.8% | $5,609+54.7% |
| Admin fee / account holder | $217 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |