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 | $32,952 | $106,749-69.1% | $145,433-77.3% | $82,448-60.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.87% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,621 | $3,444-23.9% | $4,554-42.5% | $2,551+2.7% |
| Participant deferral / active EE | $2,235 | $6,519-65.7% | $7,897-71.7% | $4,139-46.0% |
| Admin fee / account holder | $116 | $8,390-98.6% | $13,129-99.1% | $7,234-98.4% |