Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,631 | $183,539-90.9% | $155,556-89.3% | $145,897-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $629 | $5,315-88.2% | $4,675-86.5% | $4,663-86.5% |
| Participant deferral / active EE | $4,242 | $6,467-34.4% | $5,631-24.7% | $6,689-36.6% |
| Admin fee / account holder | $83 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |