Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $155,100 | $157,296-1.4% | $141,191+9.9% | $152,897+1.4% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 25.15% | 64.34%-39.2pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $13,646 | $5,262+159.3% | $4,736+188.1% | $4,764+186.5% |
| Participant deferral / active EE | $494 | $7,111-93.1% | $6,710-92.6% | $5,851-91.6% |
| Admin fee / account holder | $203 | $12,125-98.3% | $10,264-98.0% | $11,599-98.3% |