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 | $218,521 | $201,344+8.5% | $184,243+18.6% | $145,877+49.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.51% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $683 | $7,022-90.3% | $6,427-89.4% | $4,663-85.4% |
| Participant deferral / active EE | $16,227 | $9,807+65.5% | $9,132+77.7% | $6,691+142.5% |
| Admin fee / account holder | $120 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |