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 | $26,536 | $88,778-70.1% | $81,844-67.6% | $145,884-81.8% |
| Participation rate | 82.6% | 75.1%+7.5pp | 72.4%+10.2pp | 80.3%+2.3pp |
| Annual return | 15.30% | 1033.03%-1017.7pp | 778.87%-763.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,434 | $3,087-53.5% | $2,916-50.8% | $4,662-69.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $83 | $8,430-99.0% | $7,355-98.9% | $13,392-99.4% |