Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,700 | $112,729-78.1% | $98,716-75.0% | $137,256-82.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.30% | 38.48%-15.2pp | 31.81%-8.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $373 | $2,725-86.3% | $2,279-83.6% | $4,156-91.0% |
| Participant deferral / active EE | $12,000 | $4,640+158.6% | $4,048+196.5% | $6,407+87.3% |
| Admin fee / account holder | $67 | $10,129-99.3% | $8,703-99.2% | $12,270-99.5% |