Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,264 | $110,240-24.5% | $96,544-13.8% | $139,487-40.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 36.09% | 26.41%+9.7pp | 25.88%+10.2pp | 373.84%-337.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,298 | $5,549+157.7% | $4,851+194.7% | $6,713+113.0% |
| Admin fee / account holder | $89 | $11,602-99.2% | $8,254-98.9% | $11,407-99.2% |