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 | $146,246 | $96,678+51.3% | $86,640+68.8% | $139,466+4.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -5.92% | 106.69%-112.6pp | 592.52%-598.4pp | 373.66%-379.6pp |
| Employer contribution / active EE | $9,798 | $3,265+200.0% | $3,024+224.0% | $4,754+106.1% |
| Participant deferral / active EE | $10,105 | $4,837+108.9% | $4,438+127.7% | $6,712+50.5% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |