Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,651 | $201,344-66.4% | $184,243-63.3% | $145,877-53.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.74% | 29.01%-10.3pp | 28.82%-10.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,377 | $7,022-80.4% | $6,427-78.6% | $4,663-70.5% |
| Participant deferral / active EE | $5,778 | $9,807-41.1% | $9,132-36.7% | $6,691-13.6% |
| Admin fee / account holder | $46 | $16,382-99.7% | $13,914-99.7% | $13,402-99.7% |