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 | $59,809 | $117,895-49.3% | $102,460-41.6% | $145,897-59.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 13.66% | 31.92%-18.3pp | 29.47%-15.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $848 | $3,619-76.6% | $3,025-72.0% | $4,663-81.8% |
| Participant deferral / active EE | $7,915 | $5,736+38.0% | $5,056+56.5% | $6,689+18.3% |
| Admin fee / account holder | $36 | $13,353-99.7% | $9,460-99.6% | $13,390-99.7% |