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 | $40,446 | $176,786-77.1% | $146,643-72.4% | $167,536-75.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.03% | 24.04%-13.0pp | 22.75%-11.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $5,618 | $5,161+8.9% | $4,137+35.8% | $4,839+16.1% |
| Participant deferral / active EE | $1,881 | $6,440-70.8% | $5,506-65.8% | $6,342-70.3% |
| Admin fee / account holder | $58 | $13,262-99.6% | $10,280-99.4% | $12,315-99.5% |