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 | $217,439 | $110,212+97.3% | $96,534+125.2% | $139,466+55.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.14% | 26.42%-15.3pp | 25.88%-14.7pp | 373.66%-362.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,899 | $5,547+132.5% | $4,851+165.9% | $6,712+92.2% |
| Admin fee / account holder | $220 | $11,599-98.1% | $8,253-97.3% | $11,409-98.1% |