Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,497 | $148,629-77.5% | $135,982-75.4% | $139,487-76.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.94% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $808 | $5,247-84.6% | $4,859-83.4% | $4,755-83.0% |
| Participant deferral / active EE | $2,713 | $8,102-66.5% | $7,760-65.0% | $6,713-59.6% |
| Admin fee / account holder | $201 | $12,406-98.4% | $10,767-98.1% | $11,407-98.2% |