Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,640 | $92,766-89.6% | $82,763-88.4% | $134,545-92.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -19.66% | 946.97%-966.6pp | 702.45%-722.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,834 | $3,273-44.0% | $3,008-39.0% | $4,742-61.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $104 | $5,978-98.3% | $5,325-98.1% | $11,431-99.1% |