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 | $58,042 | $180,466-67.8% | $154,114-62.3% | $135,382-57.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.82% | 888.15%-878.3pp | 735.16%-725.3pp | 519.77%-510.0pp |
| Employer contribution / active EE | $2,025 | $6,035-66.4% | $5,298-61.8% | $4,779-57.6% |
| Participant deferral / active EE | $1,682 | $5,806-71.0% | $5,081-66.9% | $5,609-70.0% |
| Admin fee / account holder | $132 | $16,144-99.2% | $13,411-99.0% | $10,829-98.8% |