Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $64,754 | $175,259-63.1% | $149,723-56.8% | $139,487-53.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.82% | 166.82%-150.0pp | 134.50%-117.7pp | 373.84%-357.0pp |
| Employer contribution / active EE | $892 | $5,478-83.7% | $4,821-81.5% | $4,755-81.2% |
| Participant deferral / active EE | $17,572 | $6,522+169.4% | $5,682+209.2% | $6,713+161.8% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |