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 | $42,602 | $180,459-76.4% | $154,108-72.4% | $135,380-68.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.32% | 888.21%-905.5pp | 735.21%-752.5pp | 519.81%-537.1pp |
| Employer contribution / active EE | $14,697 | $6,035+143.5% | $5,298+177.4% | $4,779+207.5% |
| Participant deferral / active EE | $9,898 | $5,806+70.5% | $5,081+94.8% | $5,609+76.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |