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 | $193,644 | $77,920+148.5% | $149,723+29.3% | $75,177+157.6% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 18.91% | 31.72%-12.8pp | 134.50%-115.6pp | 160.75%-141.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,905 | $3,411+43.8% | $5,682-13.7% | $4,126+18.9% |
| Admin fee / account holder | $70 | $5,951-98.8% | $13,215-99.5% | $5,651-98.8% |