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.
Participant 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 | $52,542 | $115,903-54.7% | $100,528-47.7% | $158,966-66.9% |
| Participation rate | 71.4% | 81.6%-10.2pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 26.38% | 34.80%-8.4pp | 30.90%-4.5pp | 302.95%-276.6pp |
| Employer contribution / active EE | $1,186 | $4,105-71.1% | $3,419-65.3% | $4,762-75.1% |
| Participant deferral / active EE | $1,844 | $6,677-72.4% | $6,271-70.6% | $5,983-69.2% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |