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 | $176,129 | $88,702+98.6% | $81,780+115.4% | $145,978+20.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 465.74% | 1029.12%-563.4pp | 776.27%-310.5pp | 550.52%-84.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,440 | $4,645+189.3% | $4,321+211.1% | $6,690+100.9% |
| Admin fee / account holder | $50 | $8,414-99.4% | $7,384-99.3% | $13,400-99.6% |