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.
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 | $27,051 | $110,337-75.5% | $102,383-73.6% | $145,877-81.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.69% | 24.83%-4.1pp | 24.94%-4.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $451 | $4,216-89.3% | $3,870-88.4% | $4,663-90.3% |
| Participant deferral / active EE | $9,204 | $5,621+63.8% | $5,060+81.9% | $6,691+37.6% |
| Admin fee / account holder | $119 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |