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 | $74,460 | $75,832-1.8% | $147,617-49.6% | $59,633+24.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.48% | 0.37%-2.8pp | 61.98%-64.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $11,021 | $3,485+216.3% | $5,564+98.1% | $2,203+400.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $39 | $5,986-99.3% | $11,612-99.7% | $4,297-99.1% |