Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $188,683 | $125,193+50.7% | $105,591+78.7% | $145,978+29.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 22.70% | 225.53%-202.8pp | 116.43%-93.7pp | 550.52%-527.8pp |
| Employer contribution / active EE | $19,063 | $3,718+412.7% | $3,166+502.1% | $4,662+308.9% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $17,277-99.9% | $11,024-99.8% | $13,400-99.9% |