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 | $50,140 | $73,955-32.2% | $96,520-48.1% | $75,181-33.3% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 16.03% | 26.72%-10.7pp | 35.72%-19.7pp | 160.69%-144.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,605 | $3,659-1.5% | $4,879-26.1% | $4,126-12.6% |
| Admin fee / account holder | $295 | $5,217-94.3% | $6,733-95.6% | $5,650-94.8% |