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 | $114,406 | $184,000-37.8% | $162,185-29.5% | $152,909-25.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 17.91% | 150.80%-132.9pp | 115.61%-97.7pp | 345.46%-327.6pp |
| Employer contribution / active EE | $8,855 | $6,370+39.0% | $5,613+57.7% | $4,764+85.9% |
| Participant deferral / active EE | $1,041 | $8,033-87.0% | $7,297-85.7% | $5,851-82.2% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |