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 | $244,609 | $162,781+50.3% | $133,956+82.6% | $158,931+53.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.91% | 41.94%-27.0pp | 45.09%-30.2pp | 302.86%-287.9pp |
| Employer contribution / active EE | $16,062 | $4,975+222.8% | $3,919+309.9% | $4,761+237.3% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,247-99.8% |