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 | $40,924 | $180,459-77.3% | $154,108-73.4% | $135,380-69.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.52% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $991 | $6,035-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $3,468 | $5,806-40.3% | $5,081-31.7% | $5,609-38.2% |
| Admin fee / account holder | $31 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |