Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,337 | $166,242-58.3% | $165,071-58.0% | $145,884-52.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 19.29% | 100.44%-81.2pp | 70.17%-50.9pp | 551.85%-532.6pp |
| Employer contribution / active EE | $17,488 | $5,283+231.0% | $4,347+302.3% | $4,662+275.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $136 | $16,658-99.2% | $12,695-98.9% | $13,392-99.0% |