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 | $62,271 | $93,589-33.5% | $135,942-54.2% | $75,181-17.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.69% | 30.90%-5.2pp | 68.28%-42.6pp | 160.69%-135.0pp |
| Employer contribution / active EE | $2,083 | $3,537-41.1% | $4,858-57.1% | $2,671-22.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $93 | $6,977-98.7% | $10,764-99.1% | $5,650-98.4% |