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.
Participant 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 | $166,634 | $158,852+4.9% | $121,220+37.5% | $135,380+23.1% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.8%+6.0pp | 82.6%-4.9pp |
| Annual return | 23.86% | -0.64%+24.5pp | 16.94%+6.9pp | 519.81%-495.9pp |
| Employer contribution / active EE | $1,201 | $5,666-78.8% | $4,023-70.1% | $4,779-74.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |