Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,317 | $100,938-84.8% | $90,461-83.1% | $158,982-90.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.16% | 1727.20%-1709.0pp | 1294.76%-1276.6pp | 302.99%-284.8pp |
| Employer contribution / active EE | $211 | $3,691-94.3% | $3,264-93.6% | $4,763-95.6% |
| Participant deferral / active EE | $326 | $4,350-92.5% | $3,964-91.8% | $5,983-94.6% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |