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 | $0 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 18.81% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $706 | $4,972-85.8% | $4,294-83.6% | $4,156-83.0% |
| Participant deferral / active EE | $18,071 | $6,888+162.4% | $6,132+194.7% | $6,407+182.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |