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.
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 | $136,273 | $72,071+89.1% | $68,368+99.3% | $137,256-0.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.56% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $27,838 | $4,410+531.2% | $4,123+575.2% | $6,407+334.5% |
| Admin fee / account holder | $84 | $5,336-98.4% | $5,150-98.4% | $12,270-99.3% |