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 | $46,766 | $185,883-74.8% | $170,043-72.5% | $139,466-66.5% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 22.29% | 60.54%-38.3pp | 53.40%-31.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,402 | $7,596-81.5% | $6,790-79.3% | $4,754-70.5% |
| Participant deferral / active EE | $8,836 | $11,626-24.0% | $10,410-15.1% | $6,712+31.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |