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 | $106,655 | $217,432-50.9% | $185,851-42.6% | $167,553-36.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -5.67% | 148.43%-154.1pp | 122.11%-127.8pp | 478.89%-484.6pp |
| Employer contribution / active EE | $4,835 | $5,874-17.7% | $5,168-6.5% | $4,840-0.1% |
| Participant deferral / active EE | $4,875 | $6,357-23.3% | $5,569-12.5% | $6,343-23.1% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |