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 | $14,794 | $73,421-79.9% | $66,439-77.7% | $155,188-90.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.07% | 1382.37%-1367.3pp | 757.66%-742.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $640 | $3,039-78.9% | $2,637-75.7% | $4,248-84.9% |
| Participant deferral / active EE | $116 | $4,680-97.5% | $3,876-97.0% | $6,531-98.2% |
| Admin fee / account holder | $83 | $8,856-99.1% | $6,173-98.7% | $14,480-99.4% |