Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,957 | $162,821-76.7% | $133,978-71.7% | $158,982-76.1% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 15.24% | 41.95%-26.7pp | 45.10%-29.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $13,793 | $4,976+177.2% | $3,919+252.0% | $4,763+189.6% |
| Participant deferral / active EE | $1,698 | $5,910-71.3% | $5,047-66.4% | $5,983-71.6% |
| Admin fee / account holder | $208 | $11,742-98.2% | $8,930-97.7% | $11,252-98.1% |