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 | $223,663 | $182,442+22.6% | $163,379+36.9% | $138,895+61.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.74% | 72.74%-58.0pp | 63.41%-48.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $416 | $4,159-90.0% | $3,752-88.9% | $4,194-90.1% |
| Participant deferral / active EE | $1,575 | $6,817-76.9% | $6,282-74.9% | $6,396-75.4% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |