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 | $26,062 | $138,078-81.1% | $125,363-79.2% | $134,509-80.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -41.84% | 750.49%-792.3pp | 572.15%-614.0pp | 418.13%-460.0pp |
| Employer contribution / active EE | $2,468 | $5,245-52.9% | $4,815-48.7% | $4,741-47.9% |
| Participant deferral / active EE | $5,457 | $7,800-30.0% | $7,447-26.7% | $6,400-14.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |