Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $163,931 | $202,345-19.0% | $172,755-5.1% | $152,885+7.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 16.14% | 1029.77%-1013.6pp | 802.94%-786.8pp | 345.39%-329.3pp |
| Employer contribution / active EE | $183 | $5,858-96.9% | $5,144-96.4% | $4,763-96.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $166 | $17,111-99.0% | $13,955-98.8% | $11,598-98.6% |