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 | $106,443 | $85,766+24.1% | $136,298-21.9% | $70,126+51.8% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 20.72% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $416 | $2,966-86.0% | $4,696-91.1% | $2,343-82.2% |
| Participant deferral / active EE | $3,521 | $5,051-30.3% | $6,247-43.6% | $3,332+5.7% |
| Admin fee / account holder | $193 | $5,421-96.4% | $9,244-97.9% | $4,645-95.8% |