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 | $118,973 | $140,592-15.4% | $123,105-3.4% | $125,389-5.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.56% | 16.80%-16.2pp | 13.22%-12.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,676 | $6,980+81.6% | $6,229+103.5% | $5,352+136.9% |
| Admin fee / account holder | $144 | $11,198-98.7% | $9,014-98.4% | $9,541-98.5% |