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.
Employer 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 | $20,603 | $138,076-85.1% | $123,553-83.3% | $135,380-84.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.85% | 153.70%-162.5pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $383 | $5,152-92.6% | $4,628-91.7% | $4,779-92.0% |
| Participant deferral / active EE | $3,768 | $6,800-44.6% | $6,426-41.4% | $5,609-32.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |