Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,668 | $160,028-43.3% | $147,080-38.4% | $145,884-37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $413 | $5,286-92.2% | $4,933-91.6% | $4,662-91.1% |
| Participant deferral / active EE | $5,067 | $8,422-39.8% | $8,066-37.2% | $6,690-24.3% |
| Admin fee / account holder | $72 | $15,030-99.5% | $12,989-99.4% | $13,392-99.5% |