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 | $27,215 | $150,447-81.9% | $136,298-80.0% | $147,586-81.6% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 22.98% | 1049.15%-1026.2pp | 5156.27%-5133.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $833 | $5,256-84.2% | $4,696-82.3% | $4,876-82.9% |
| Participant deferral / active EE | $6,665 | $6,631+0.5% | $6,247+6.7% | $5,439+22.6% |
| Admin fee / account holder | $3 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |