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 | $23,911 | $76,608-68.8% | $56,077-57.4% | $145,877-83.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.73% | 3009.59%-2998.9pp | 1709.28%-1698.5pp | 551.28%-540.6pp |
| Employer contribution / active EE | $535 | $1,382-61.2% | $1,040-48.5% | $4,663-88.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $229 | $3,325-93.1% | $2,825-91.9% | $13,402-98.3% |