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 | $81,011 | $162,821-50.2% | $133,978-39.5% | $158,982-49.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.70% | 41.95%-26.2pp | 45.10%-29.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $51 | $4,976-99.0% | $3,919-98.7% | $4,763-98.9% |
| Participant deferral / active EE | $2,998 | $5,910-49.3% | $5,047-40.6% | $5,983-49.9% |
| Admin fee / account holder | $208 | $11,742-98.2% | $8,930-97.7% | $11,252-98.2% |