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 | $69,239 | $82,324-15.9% | $68,803+0.6% | $134,545-48.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.87% | -2.17%-13.7pp | -6.37%-9.5pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,745 | $3,302-47.2% | $2,656-34.3% | $4,742-63.2% |
| Participant deferral / active EE | $917 | $4,740-80.7% | $3,942-76.7% | $6,401-85.7% |
| Admin fee / account holder | $71 | $6,485-98.9% | $4,936-98.6% | $11,431-99.4% |