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 | $142,405 | $70,366+102.4% | $66,674+113.6% | $138,895+2.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.97% | 386.41%-372.4pp | 321.24%-307.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $6,981 | $2,765+152.5% | $2,620+166.4% | $4,194+66.4% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $14 | $5,262-99.7% | $5,098-99.7% | $12,562-99.9% |