Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,191 | $110,039-90.7% | $97,260-89.5% | $145,884-93.0% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.7%+21.5pp | 80.3%+13.8pp |
| Annual return | 16.72% | 244.44%-227.7pp | 75.54%-58.8pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,386 | $4,674-6.2% | $4,262+2.9% | $6,690-34.4% |
| Admin fee / account holder | $55 | $6,204-99.1% | $5,640-99.0% | $13,392-99.6% |