Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $81,052 | $152,612-46.9% | $125,192-35.3% | $152,897-47.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.20% | 54.85%-37.6pp | 43.79%-26.6pp | 345.43%-328.2pp |
| Employer contribution / active EE | $26,351 | $4,947+432.6% | $3,866+581.6% | $4,764+453.2% |
| Participant deferral / active EE | $625 | $5,868-89.3% | $4,937-87.3% | $5,851-89.3% |
| Admin fee / account holder | $19 | $13,437-99.9% | $9,704-99.8% | $11,599-99.8% |