Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,708 | $110,337-90.3% | $102,383-89.5% | $145,877-92.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.55% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $118 | $4,216-97.2% | $3,870-97.0% | $4,663-97.5% |
| Participant deferral / active EE | $3,847 | $5,621-31.6% | $5,060-24.0% | $6,691-42.5% |
| Admin fee / account holder | $92 | $9,750-99.1% | $8,391-98.9% | $13,402-99.3% |