Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,820 | $167,522-75.0% | $151,639-72.4% | $134,532-68.9% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -12.16% | 7.81%-20.0pp | 3.34%-15.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,280 | $6,828-81.3% | $6,165-79.2% | $4,741-73.0% |
| Participant deferral / active EE | $8,213 | $8,986-8.6% | $8,363-1.8% | $6,401+28.3% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |