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 | $106,561 | $91,537+16.4% | $130,045-18.1% | $75,173+41.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 16.41% | -631.55%+648.0pp | -137.30%+153.7pp | 160.72%-144.3pp |
| Employer contribution / active EE | $7,969 | $2,845+180.1% | $4,321+84.4% | $2,671+198.4% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $69 | $6,780-99.0% | $10,600-99.3% | $5,651-98.8% |