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 | $26,511 | $106,005-75.0% | $92,239-71.3% | $147,585-82.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.49% | 50.05%-36.6pp | 176.29%-162.8pp | 578.58%-565.1pp |
| Employer contribution / active EE | $6,965 | $4,333+60.7% | $3,680+89.3% | $4,876+42.8% |
| Participant deferral / active EE | $706 | $4,478-84.2% | $3,897-81.9% | $5,439-87.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |