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 | $151,393 | $135,645+11.6% | $110,243+37.3% | $135,379+11.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | 12.81% | 513.24%-500.4pp | 314.76%-301.9pp | 519.79%-507.0pp |
| Employer contribution / active EE | $438 | $4,907-91.1% | $3,827-88.6% | $4,779-90.8% |
| Participant deferral / active EE | $6,315 | $5,507+14.7% | $4,672+35.2% | $5,609+12.6% |
| Admin fee / account holder | $21 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |