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.
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 | $24,868 | $64,719-61.6% | $112,249-77.8% | $68,486-63.7% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | 8.24% | -11.40%+19.6pp | 27.48%-19.2pp | -7.85%+16.1pp |
| Employer contribution / active EE | $555 | $2,747-79.8% | $3,636-84.7% | $2,597-78.6% |
| Participant deferral / active EE | $1,874 | $3,565-47.4% | $4,729-60.4% | $4,028-53.5% |
| Admin fee / account holder | $238 | $5,232-95.5% | $6,412-96.3% | $5,404-95.6% |