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 | $94,083 | $198,457-52.6% | $170,435-44.8% | $147,586-36.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.37% | 257.30%-240.9pp | 205.94%-189.6pp | 578.59%-562.2pp |
| Employer contribution / active EE | $522 | $6,183-91.6% | $5,432-90.4% | $4,876-89.3% |
| Participant deferral / active EE | $9,253 | $5,629+64.4% | $4,939+87.3% | $5,439+70.1% |
| Admin fee / account holder | $274 | $16,852-98.4% | $13,881-98.0% | $10,886-97.5% |