Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,658 | $201,264-86.8% | $184,185-85.5% | $145,978-81.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.06% | 29.00%-6.9pp | 28.81%-6.8pp | 550.52%-528.5pp |
| Employer contribution / active EE | $2,005 | $7,021-71.4% | $6,426-68.8% | $4,662-57.0% |
| Participant deferral / active EE | $2,640 | $9,806-73.1% | $9,132-71.1% | $6,690-60.5% |
| Admin fee / account holder | $56 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |