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 | $19,135 | $154,228-87.6% | $145,433-86.8% | $137,256-86.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.30% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,295 | $4,804-73.0% | $4,554-71.6% | $4,156-68.8% |
| Participant deferral / active EE | $2,252 | $8,216-72.6% | $7,897-71.5% | $6,407-64.8% |
| Admin fee / account holder | $237 | $14,344-98.3% | $13,129-98.2% | $12,270-98.1% |