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.
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 | $107,156 | $162,136-33.9% | $152,301-29.6% | $154,746-30.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 15.74% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $19,077 | $4,890+290.1% | $4,624+312.5% | $4,379+335.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $289 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |