Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,536 | $100,970-73.7% | $96,576-72.5% | $137,256-80.7% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 25.86% | 38.16%-12.3pp | 38.47%-12.6pp | 220.34%-194.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,614 | $8,286+40.2% | $7,956+46.0% | $6,407+81.3% |
| Admin fee / account holder | $8 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |