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 | $113,872 | $138,114-17.6% | $125,391-9.2% | $134,545-15.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -16.90% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | -$986 | $5,246-118.8% | $4,816-120.5% | $4,742-120.8% |
| Participant deferral / active EE | $7,100 | $7,801-9.0% | $7,448-4.7% | $6,401+10.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |