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 | $38,472 | $109,372-64.8% | $89,414-57.0% | $158,966-75.8% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 17.23% | 345.55%-328.3pp | 245.50%-228.3pp | 302.95%-285.7pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,726 | $4,598+2.8% | $3,890+21.5% | $5,983-21.0% |
| Admin fee / account holder | $287 | $6,156-95.3% | $4,883-94.1% | $11,250-97.4% |