Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $94,620 | $138,102-31.5% | $125,381-24.5% | $134,532-29.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.41% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $16,944 | $5,245+223.0% | $4,815+251.9% | $4,741+257.4% |
| Participant deferral / active EE | $25,740 | $7,801+230.0% | $7,448+245.6% | $6,401+302.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |