Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,350 | $138,078-75.1% | $125,363-72.6% | $134,509-74.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -24.02% | 750.49%-774.5pp | 572.15%-596.2pp | 418.13%-442.2pp |
| Employer contribution / active EE | $5,854 | $5,245+11.6% | $4,815+21.6% | $4,741+23.5% |
| Participant deferral / active EE | $9,131 | $7,800+17.1% | $7,447+22.6% | $6,400+42.7% |
| Admin fee / account holder | $128 | $11,566-98.9% | $10,005-98.7% | $11,427-98.9% |