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 | $55,732 | $78,423-28.9% | $95,964-41.9% | $79,856-30.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.95% | 19.37%-7.4pp | 91.64%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $176 | $1,945-91.0% | $2,541-93.1% | $2,471-92.9% |
| Participant deferral / active EE | $2,355 | $3,440-31.5% | $4,167-43.5% | $3,741-37.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |