Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,711 | $110,337-88.5% | $102,383-87.6% | $145,877-91.3% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 9.35% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $778 | $4,216-81.5% | $3,870-79.9% | $4,663-83.3% |
| Participant deferral / active EE | $2,209 | $5,621-60.7% | $5,060-56.3% | $6,691-67.0% |
| Admin fee / account holder | $134 | $9,750-98.6% | $8,391-98.4% | $13,402-99.0% |