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 | $57,263 | $115,796-50.5% | $101,264-43.5% | $158,950-64.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.69% | 56.15%-38.5pp | 46.48%-28.8pp | 302.91%-285.2pp |
| Employer contribution / active EE | $2,188 | $4,175-47.6% | $3,660-40.2% | $4,762-54.0% |
| Participant deferral / active EE | $767 | $4,958-84.5% | $4,370-82.4% | $5,983-87.2% |
| Admin fee / account holder | $272 | $7,247-96.2% | $5,947-95.4% | $11,248-97.6% |