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.
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 | $20,526 | $87,544-76.6% | $75,784-72.9% | $125,388-83.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.03% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $32 | $3,930-99.2% | $3,323-99.1% | $4,866-99.4% |
| Participant deferral / active EE | $1,392 | $4,229-67.1% | $3,652-61.9% | $5,352-74.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |