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 | $48,459 | $183,988-73.7% | $162,177-70.1% | $152,897-68.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.91% | 150.79%-137.9pp | 115.60%-102.7pp | 345.43%-332.5pp |
| Employer contribution / active EE | $2,004 | $6,370-68.5% | $5,613-64.3% | $4,764-57.9% |
| Participant deferral / active EE | $2,820 | $8,032-64.9% | $7,297-61.3% | $5,851-51.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |