Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,633 | $111,830-70.8% | $93,696-65.2% | $145,884-77.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1109.72% | 204.08%+905.6pp | 133.74%+976.0pp | 551.85%+557.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,387 | $4,920+50.1% | $4,417+67.2% | $6,690+10.4% |
| Admin fee / account holder | $143 | $10,249-98.6% | $8,287-98.3% | $13,392-98.9% |