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 | $21,790 | $98,240-77.8% | $82,312-73.5% | $147,586-85.2% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 17.78% | 30.85%-13.1pp | 25.88%-8.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $863 | $3,192-73.0% | $2,428-64.5% | $4,876-82.3% |
| Participant deferral / active EE | $1,236 | $4,383-71.8% | $3,706-66.7% | $5,439-77.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |