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 | $49,628 | $138,075-64.1% | $123,552-59.8% | $135,379-63.3% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -4.79% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $579 | $5,152-88.8% | $4,628-87.5% | $4,779-87.9% |
| Participant deferral / active EE | $3,524 | $6,800-48.2% | $6,426-45.2% | $5,609-37.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |