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 | $224,198 | $165,381+35.6% | $149,730+49.7% | $158,966+41.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.48% | 348.29%-339.8pp | 276.70%-268.2pp | 302.95%-294.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,670 | $7,182+90.3% | $6,843+99.8% | $5,983+128.5% |
| Admin fee / account holder | $199 | $10,809-98.2% | $9,310-97.9% | $11,250-98.2% |