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 | $195,479 | $176,105+11.0% | $159,474+22.6% | $167,536+16.7% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 33.63% | 331.91%-298.3pp | 263.68%-230.0pp | 478.82%-445.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,363 | $7,751-56.6% | $7,353-54.3% | $6,342-47.0% |
| Admin fee / account holder | $209 | $12,559-98.3% | $10,802-98.1% | $12,315-98.3% |