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.
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 | $35,397 | $86,940-59.3% | $102,434-65.4% | $80,935-56.3% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.7%+29.3pp |
| Annual return | 16.08% | 18.89%-2.8pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,043 | $2,370-13.8% | $3,023-32.4% | $2,757-25.9% |
| Participant deferral / active EE | $718 | $4,121-82.6% | $5,055-85.8% | $4,299-83.3% |
| Admin fee / account holder | $39 | $8,047-99.5% | $9,462-99.6% | $6,924-99.4% |