Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $72,416 | $123,750-41.5% | $69,611+4.0% | $145,877-50.4% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.4%+22.5pp | 80.3%+8.6pp |
| Annual return | 19.51% | 192.03%-172.5pp | 101.14%-81.6pp | 551.28%-531.8pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,473 | $4,243+194.0% | $2,891+331.5% | $6,691+86.4% |
| Admin fee / account holder | $19 | $7,817-99.8% | $4,696-99.6% | $13,402-99.9% |