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 | $27,254 | $166,089-83.6% | $164,928-83.5% | $145,978-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.64% | 100.26%-86.6pp | 70.08%-56.4pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,948 | $5,276-63.1% | $4,343-55.2% | $4,662-58.2% |
| Participant deferral / active EE | $1,519 | $6,961-78.2% | $6,034-74.8% | $6,690-77.3% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |