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 | $28,598 | $217,432-86.8% | $185,851-84.6% | $167,553-82.9% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.16% | 148.43%-133.3pp | 122.11%-106.9pp | 478.89%-463.7pp |
| Employer contribution / active EE | $1,480 | $5,874-74.8% | $5,168-71.4% | $4,840-69.4% |
| Participant deferral / active EE | $122 | $6,357-98.1% | $5,569-97.8% | $6,343-98.1% |
| Admin fee / account holder | $276 | $19,820-98.6% | $16,245-98.3% | $12,316-97.8% |