Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,144 | $96,678-59.5% | $86,640-54.8% | $139,466-71.9% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.1pp |
| Annual return | 13.66% | 106.69%-93.0pp | 592.52%-578.9pp | 373.66%-360.0pp |
| Employer contribution / active EE | $12,203 | $3,265+273.7% | $3,024+303.5% | $4,754+156.7% |
| Participant deferral / active EE | $584 | $4,837-87.9% | $4,438-86.8% | $6,712-91.3% |
| Admin fee / account holder | $136 | $6,410-97.9% | $5,616-97.6% | $11,409-98.8% |