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 | $23,545 | $93,064-74.7% | $74,577-68.4% | $273,972-91.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.86% | 26.18%-20.3pp | 20.47%-14.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $15,123 | $3,160+378.6% | $2,525+498.9% | $4,869+210.6% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $170 | $5,273-96.8% | $4,138-95.9% | $10,133-98.3% |