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 | $22,833 | $69,248-67.0% | $64,101-64.4% | $139,466-83.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.40% | 45.95%-33.6pp | 33.72%-21.3pp | 373.66%-361.3pp |
| Employer contribution / active EE | $178 | $3,185-94.4% | $2,749-93.5% | $4,754-96.3% |
| Participant deferral / active EE | $1,170 | $4,682-75.0% | $3,881-69.9% | $6,712-82.6% |
| Admin fee / account holder | $64 | $4,247-98.5% | $3,070-97.9% | $11,409-99.4% |