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 | $50,461 | $138,072-63.5% | $123,549-59.2% | $135,382-62.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -34.67% | 153.69%-188.4pp | 119.20%-153.9pp | 519.77%-554.4pp |
| Employer contribution / active EE | $28,733 | $5,152+457.7% | $4,628+520.9% | $4,779+501.3% |
| Participant deferral / active EE | $14,340 | $6,799+110.9% | $6,426+123.2% | $5,609+155.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |