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 | $148,985 | $97,732+52.4% | $83,831+77.7% | $135,380+10.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.77% | 1287.56%-1276.8pp | 850.99%-840.2pp | 519.81%-509.0pp |
| Employer contribution / active EE | $9,091 | $4,222+115.3% | $3,631+150.4% | $4,779+90.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $40 | $6,675-99.4% | $5,479-99.3% | $10,828-99.6% |