Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $77,621 | $124,330-37.6% | $109,173-28.9% | $167,536-53.7% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 55.00% | 26.04%+29.0pp | 25.75%+29.2pp | 478.82%-423.8pp |
| Employer contribution / active EE | $773 | $4,209-81.6% | $3,723-79.2% | $4,839-84.0% |
| Participant deferral / active EE | $1,801 | $5,256-65.7% | $4,654-61.3% | $6,342-71.6% |
| Admin fee / account holder | $298 | $7,974-96.3% | $6,755-95.6% | $12,315-97.6% |