Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $147,764 | $115,810+27.6% | $101,271+45.9% | $158,966-7.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.35% | 56.15%-58.5pp | 46.48%-48.8pp | 302.95%-305.3pp |
| Employer contribution / active EE | $25,571 | $4,175+512.4% | $3,660+598.7% | $4,762+436.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $76 | $7,248-99.0% | $5,948-98.7% | $11,250-99.3% |