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 | $216,919 | $165,912+30.7% | $122,342+77.3% | $147,585+47.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 41.53% | 34.55%+7.0pp | 30.28%+11.3pp | 578.57%-537.0pp |
| Employer contribution / active EE | $18,000 | $5,754+212.8% | $4,051+344.3% | $4,876+269.1% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17 | $7,424-99.8% | $5,478-99.7% | $10,885-99.8% |