Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,443 | $169,336-71.4% | $129,384-62.6% | $145,884-66.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.67% | 14408.70%-14394.0pp | 9461.77%-9447.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,177 | $5,540-60.7% | $4,153-47.6% | $4,662-53.3% |
| Participant deferral / active EE | $143 | $4,985-97.1% | $4,166-96.6% | $6,690-97.9% |
| Admin fee / account holder | $20 | $9,912-99.8% | $7,686-99.7% | $13,392-99.9% |