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 | $170,598 | $201,370-15.3% | $184,256-7.4% | $145,897+16.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.14% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,035 | $7,024-71.0% | $6,427-68.3% | $4,663-56.3% |
| Participant deferral / active EE | $2,807 | $9,808-71.4% | $9,133-69.3% | $6,689-58.0% |
| Admin fee / account holder | $136 | $16,364-99.2% | $13,899-99.0% | $13,390-99.0% |