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 | $69,339 | $180,028-61.5% | $138,135-49.8% | $158,966-56.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.32% | 21.68%-9.4pp | 20.51%-8.2pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,115 | $7,470-85.1% | $5,587-80.0% | $4,762-76.6% |
| Participant deferral / active EE | $2,857 | $7,717-63.0% | $6,431-55.6% | $5,983-52.2% |
| Admin fee / account holder | $13 | $17,912-99.9% | $11,856-99.9% | $11,250-99.9% |