Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $78,120 | $148,582-47.4% | $135,942-42.5% | $139,456-44.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.25% | 79.26%-57.0pp | 68.28%-46.0pp | 373.45%-351.2pp |
| Employer contribution / active EE | $672 | $5,245-87.2% | $4,858-86.2% | $4,753-85.9% |
| Participant deferral / active EE | $5,845 | $8,101-27.9% | $7,759-24.7% | $6,711-12.9% |
| Admin fee / account holder | $58 | $12,402-99.5% | $10,764-99.5% | $11,407-99.5% |