Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,261 | $138,076-72.3% | $123,553-69.0% | $135,380-71.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.46% | 153.70%-163.2pp | 119.21%-128.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $3,780 | $5,152-26.6% | $4,628-18.3% | $4,779-20.9% |
| Participant deferral / active EE | $5,737 | $6,800-15.6% | $6,426-10.7% | $5,609+2.3% |
| Admin fee / account holder | $104 | $10,917-99.1% | $9,284-98.9% | $10,828-99.0% |