Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,600 | $198,457-49.8% | $170,435-41.6% | $147,586-32.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.34% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $18,136 | $5,629+222.2% | $4,939+267.2% | $5,439+233.5% |
| Admin fee / account holder | $212 | $16,852-98.7% | $13,881-98.5% | $10,886-98.1% |