Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,608 | $103,038-88.7% | $90,324-87.1% | $152,909-92.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.66% | 95.25%-84.6pp | 78.15%-67.5pp | 345.46%-334.8pp |
| Employer contribution / active EE | $3,108 | $3,141-1.0% | $2,856+8.8% | $4,764-34.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $54 | $6,177-99.1% | $5,356-99.0% | $11,601-99.5% |