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.
Employer 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 | $28,677 | $176,120-83.7% | $159,487-82.0% | $167,553-82.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.82% | 331.95%-316.1pp | 263.71%-247.9pp | 478.89%-463.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,993 | $7,752+16.0% | $7,354+22.3% | $6,343+41.8% |
| Admin fee / account holder | $207 | $12,561-98.4% | $10,804-98.1% | $12,316-98.3% |