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 | $32,764 | $65,027-49.6% | $90,970-64.0% | $79,852-59.0% |
| Participation rate | 93.2% | 61.6%+31.6pp | 69.0%+24.2pp | 69.6%+23.5pp |
| Annual return | 11.91% | 30.45%-18.5pp | 134.58%-122.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $2,934 | $1,247+135.3% | $2,122+38.3% | $2,471+18.7% |
| Participant deferral / active EE | $1,089 | $2,512-56.6% | $3,373-67.7% | $3,740-70.9% |
| Admin fee / account holder | $173 | $4,535-96.2% | $5,960-97.1% | $5,306-96.7% |