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 | $101,618 | $165,381-38.6% | $149,730-32.1% | $158,966-36.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.04% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-284.9pp |
| Employer contribution / active EE | $801 | $5,104-84.3% | $4,645-82.8% | $4,762-83.2% |
| Participant deferral / active EE | $7,001 | $7,182-2.5% | $6,843+2.3% | $5,983+17.0% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |