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 | $63,878 | $109,372-41.6% | $89,414-28.6% | $158,966-59.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 31.89% | 345.55%-313.7pp | 245.50%-213.6pp | 302.95%-271.1pp |
| Employer contribution / active EE | $250 | $3,171-92.1% | $2,586-90.3% | $4,762-94.8% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |