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 | $15,071 | $39,798-62.1% | $67,704-77.7% | $59,633-74.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -2.37% | 89.94%-92.3pp | 25.41%-27.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,569 | $1,393+12.6% | $2,559-38.7% | $2,203-28.8% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $137 | $3,212-95.7% | $4,255-96.8% | $4,297-96.8% |