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 | $15,341 | $67,823-77.4% | $52,425-70.7% | $137,256-88.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.93% | 219.11%-203.2pp | 302.12%-286.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,940 | $2,288+203.3% | $1,790+287.6% | $6,407+8.3% |
| Admin fee / account holder | $97 | $2,844-96.6% | $2,495-96.1% | $12,270-99.2% |