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.
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 | $46,611 | $102,385-54.5% | $147,080-68.3% | $80,935-42.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 31.59% | 135.09%-103.5pp | 420.17%-388.6pp | 35.66%-4.1pp |
| Employer contribution / active EE | $103 | $3,717-97.2% | $4,933-97.9% | $2,757-96.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $79 | $7,951-99.0% | $12,989-99.4% | $6,924-98.9% |