Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,361 | $92,766-65.1% | $82,763-60.9% | $134,545-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.12% | 946.97%-970.1pp | 702.45%-725.6pp | 418.37%-441.5pp |
| Employer contribution / active EE | $8,062 | $3,273+146.3% | $3,008+168.0% | $4,742+70.0% |
| Participant deferral / active EE | $2,849 | $4,802-40.7% | $4,395-35.2% | $6,401-55.5% |
| Admin fee / account holder | $34 | $5,978-99.4% | $5,325-99.4% | $11,431-99.7% |