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 | $22,017 | $175,231-87.4% | $149,696-85.3% | $139,466-84.2% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 21.17% | 166.77%-145.6pp | 134.46%-113.3pp | 373.66%-352.5pp |
| Employer contribution / active EE | $710 | $5,478-87.0% | $4,821-85.3% | $4,754-85.1% |
| Participant deferral / active EE | $2,684 | $6,521-58.8% | $5,682-52.8% | $6,712-60.0% |
| Admin fee / account holder | $6 | $16,155-100.0% | $13,212-100.0% | $11,409-99.9% |