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 | $14,146 | $96,691-85.4% | $86,656-83.7% | $139,487-89.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 15.48% | 106.87%-91.4pp | 593.09%-577.6pp | 373.84%-358.4pp |
| Employer contribution / active EE | $630 | $3,267-80.7% | $3,025-79.2% | $4,755-86.7% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $172 | $6,414-97.3% | $5,619-96.9% | $11,407-98.5% |