Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,428 | $160,040-79.7% | $147,096-78.0% | $145,877-77.8% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 17.23% | 98.49%-81.3pp | 419.75%-402.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $3,059 | $5,289-42.2% | $4,936-38.0% | $4,663-34.4% |
| Participant deferral / active EE | $1,768 | $8,429-79.0% | $8,071-78.1% | $6,691-73.6% |
| Admin fee / account holder | $185 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |