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 | $78,476 | $67,411+16.4% | $91,004-13.8% | $70,124+11.9% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 15.27% | -40.16%+55.4pp | 4.60%+10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,665 | $2,823-5.6% | $3,548-24.9% | $3,332-20.0% |
| Admin fee / account holder | $126 | $4,236-97.0% | $5,417-97.7% | $4,645-97.3% |