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 | $75,221 | $99,345-24.3% | $84,753-11.2% | $273,972-72.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.15% | 22.93%-18.8pp | 22.78%-18.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $18,435 | $4,214+337.5% | $3,574+415.7% | $4,869+278.6% |
| Participant deferral / active EE | $706 | $4,270-83.5% | $3,712-81.0% | $5,287-86.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |