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 | $46,985 | $127,387-63.1% | $115,038-59.2% | $125,389-62.5% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | -0.84% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $4,192 | $5,166-18.9% | $4,608-9.0% | $4,866-13.9% |
| Participant deferral / active EE | $719 | $6,423-88.8% | $6,026-88.1% | $5,352-86.6% |
| Admin fee / account holder | $84 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |