Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,489 | $65,704-23.2% | $94,229-46.4% | $59,633-15.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.44% | 5.22%-4.8pp | 10.68%-10.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $8,192 | $2,021+305.4% | $3,587+128.4% | $2,203+271.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $191 | $4,265-95.5% | $6,269-96.9% | $4,297-95.5% |