Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,823 | $111,878-59.0% | $93,727-51.1% | $145,897-68.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 12.63% | 204.28%-191.6pp | 133.83%-121.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $539 | $3,092-82.6% | $2,421-77.7% | $4,663-88.4% |
| Participant deferral / active EE | $2,291 | $4,920-53.4% | $4,417-48.1% | $6,689-65.8% |
| Admin fee / account holder | $99 | $10,256-99.0% | $8,292-98.8% | $13,390-99.3% |