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 | $66,938 | $209,425-68.0% | $178,499-62.5% | $158,966-57.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 41.18% | 188.80%-147.6pp | 151.10%-109.9pp | 302.95%-261.8pp |
| Employer contribution / active EE | $1,140 | $5,707-80.0% | $5,011-77.3% | $4,762-76.1% |
| Participant deferral / active EE | $4,485 | $5,955-24.7% | $5,202-13.8% | $5,983-25.0% |
| Admin fee / account holder | $63 | $17,078-99.6% | $13,986-99.6% | $11,250-99.4% |