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 | $41,248 | $118,708-65.3% | $98,920-58.3% | $158,966-74.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.57% | 372.49%-351.9pp | 196.47%-175.9pp | 302.95%-282.4pp |
| Employer contribution / active EE | $1,192 | $3,334-64.2% | $2,689-55.7% | $4,762-75.0% |
| Participant deferral / active EE | $214 | $5,089-95.8% | $4,245-94.9% | $5,983-96.4% |
| Admin fee / account holder | $4 | $10,134-100.0% | $6,643-99.9% | $11,250-100.0% |