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 | $23,302 | $106,551-78.1% | $91,225-74.5% | $134,532-82.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -34.10% | 160.78%-194.9pp | 114.12%-148.2pp | 418.27%-452.4pp |
| Employer contribution / active EE | $12,273 | $3,331+268.4% | $2,851+330.5% | $4,741+158.9% |
| Participant deferral / active EE | $10,065 | $4,718+113.3% | $4,233+137.7% | $6,401+57.2% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |