Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $38,115 | $57,165-33.3% | - | $125,388-69.6% |
| Participation rate | 94.4% | 73.3%+21.2pp | - | 83.2%+11.3pp |
| Annual return | -0.55% | 36.23%-36.8pp | - | 282.24%-282.8pp |
| Employer contribution / active EE | $5,261 | $3,571+47.3% | - | $4,866+8.1% |
| Participant deferral / active EE | $0 | $3,322-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $14 | $2,996-99.5% | - | $9,541-99.9% |