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 | $143,028 | $69,118+106.9% | $53,647+166.6% | $138,895+3.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 7.31% | 248.26%-241.0pp | 358.33%-351.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $1,943 | $1,189+63.4% | $962+102.0% | $4,194-53.7% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $208 | $2,724-92.4% | $2,460-91.5% | $12,562-98.3% |