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 | $95,540 | $99,011-3.5% | $86,582+10.3% | $147,586-35.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 11.65% | 1312.75%-1301.1pp | 965.08%-953.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,375 | $3,972-40.2% | $3,609-34.2% | $5,439-56.3% |
| Admin fee / account holder | $18 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |