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 | $0 | $546,767-100.0% | $191,884-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 74.6%-74.6pp | 84.6%-84.6pp |
| Annual return | 2.88% | 10.48%-7.6pp | 7.30%-4.4pp | 10.48%-7.6pp |
| Employer contribution / active EE | $80,000 | $25,108+218.6% | $17,805+349.3% | $25,108+218.6% |
| Participant deferral / active EE | $0 | $3,683-100.0% | $3,389-100.0% | $3,683-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $2,176-100.0% | $48,677-100.0% |