Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $13,007 | $174,379-92.5% | $152,093-91.4% | $138,895-90.6% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 24.36% | 74.86%-50.5pp | 66.36%-42.0pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,042 | $6,159-34.4% | $5,451-25.9% | $6,396-36.8% |
| Admin fee / account holder | $83 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |