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 | $88,114 | $196,972-55.3% | $182,262-51.7% | $198,609-55.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.62% | 158.27%-142.7pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,571 | $8,643-0.8% | $8,276+3.6% | $6,977+22.9% |
| Admin fee / account holder | $122 | $18,429-99.3% | $16,712-99.3% | $19,030-99.4% |