Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,063 | $183,539-85.8% | $155,556-83.2% | $145,897-82.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.09% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $463 | $5,315-91.3% | $4,675-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $5,319 | $6,467-17.8% | $5,631-5.5% | $6,689-20.5% |
| Admin fee / account holder | $82 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |