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 | $36,329 | $150,447-75.9% | $136,298-73.3% | $147,586-75.4% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 21.71% | 1049.15%-1027.4pp | 5156.27%-5134.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,345 | $5,256-74.4% | $4,696-71.4% | $4,876-72.4% |
| Participant deferral / active EE | $2,005 | $6,631-69.8% | $6,247-67.9% | $5,439-63.1% |
| Admin fee / account holder | $177 | $10,906-98.4% | $9,244-98.1% | $10,886-98.4% |