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.
Employer contribution per participant 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 | $20,731 | $63,346-67.3% | $92,239-77.5% | $70,124-70.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 389.17% | 530.19%-141.0pp | 176.29%+212.9pp | 73.14%+316.0pp |
| Employer contribution / active EE | $135 | $2,471-94.5% | $3,680-96.3% | $2,342-94.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $104 | $3,841-97.3% | $5,194-98.0% | $4,645-97.8% |