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 | $18,641 | $175,259-89.4% | $149,723-87.5% | $139,487-86.6% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 21.60% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.2pp |
| Employer contribution / active EE | $917 | $5,478-83.3% | $4,821-81.0% | $4,755-80.7% |
| Participant deferral / active EE | $2,490 | $6,522-61.8% | $5,682-56.2% | $6,713-62.9% |
| Admin fee / account holder | $6 | $16,158-100.0% | $13,215-100.0% | $11,407-99.9% |