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 | $154,666 | $95,915+61.3% | $79,580+94.4% | $134,532+15.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.76% | -2.71%+3.5pp | 0.15%+0.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $20,000 | $3,129+539.2% | $2,413+728.7% | $4,741+321.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24 | $9,132-99.7% | $6,835-99.6% | $11,429-99.8% |