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 | $70,562 | $104,251-32.3% | $91,004-22.5% | $147,586-52.2% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 17.65% | 27.06%-9.4pp | 4.60%+13.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $7,089 | $3,116+127.5% | $2,456+188.7% | $4,876+45.4% |
| Participant deferral / active EE | $231 | $4,195-94.5% | $3,548-93.5% | $5,439-95.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |