Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,771 | $65,712-65.3% | $57,196-60.2% | $273,972-91.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.97% | 22.01%-17.0pp | 14.59%-9.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,664 | $3,280-18.8% | $2,683-0.7% | $4,869-45.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $181 | $4,838-96.3% | $3,141-94.3% | $10,133-98.2% |