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 | $39,148 | $93,064-57.9% | $74,577-47.5% | $273,972-85.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.41% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $154 | $3,160-95.1% | $2,525-93.9% | $4,869-96.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28 | $5,273-99.5% | $4,138-99.3% | $10,133-99.7% |