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.
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 | $33,455 | $57,350-41.7% | $83,850-60.1% | $64,181-47.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.50% | 11.38%-2.9pp | 850.92%-842.4pp | 7.63%+0.9pp |
| Employer contribution / active EE | $248 | $2,545-90.3% | $3,631-93.2% | $2,381-89.6% |
| Participant deferral / active EE | $1,482 | $2,993-50.5% | $4,082-63.7% | $3,470-57.3% |
| Admin fee / account holder | $25 | $4,046-99.4% | $5,478-99.5% | $4,887-99.5% |