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.
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 | $58,762 | $93,064-36.9% | $74,577-21.2% | $273,972-78.6% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 7.35% | 26.18%-18.8pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,349 | $4,160+52.6% | $3,458+83.6% | $5,287+20.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |