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.
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 | $50,224 | $149,040-66.3% | $120,225-58.2% | $137,256-63.4% |
| Participation rate | 91.7% | 75.4%+16.2pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 13.61% | 605.68%-592.1pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,533 | $4,655-24.1% | $3,999-11.6% | $6,407-44.9% |
| Admin fee / account holder | $95 | $6,348-98.5% | $5,696-98.3% | $12,270-99.2% |