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 | $50,891 | $198,457-74.4% | $170,435-70.1% | $147,586-65.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.66% | 257.30%-246.6pp | 205.94%-195.3pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,483 | $6,183-76.0% | $5,432-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $943 | $5,629-83.2% | $4,939-80.9% | $5,439-82.7% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |