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 | $66,361 | $97,648-32.0% | $121,663-45.5% | $87,485-24.1% |
| Participation rate | 96.2% | 70.5%+25.7pp | 74.5%+21.7pp | 68.9%+27.2pp |
| Annual return | 12.89% | 18.03%-5.1pp | 147.54%-134.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $568 | $2,300-75.3% | $3,020-81.2% | $2,596-78.1% |
| Participant deferral / active EE | $6,049 | $3,923+54.2% | $4,887+23.8% | $4,274+41.5% |
| Admin fee / account holder | $3 | $11,100-100.0% | $14,289-100.0% | $7,775-100.0% |