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 | $40,047 | $212,386-81.1% | $199,883-80.0% | $138,895-71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.94% | 47.75%-25.8pp | 43.81%-21.9pp | 145.39%-123.5pp |
| Employer contribution / active EE | $396 | $6,625-94.0% | $6,261-93.7% | $4,194-90.6% |
| Participant deferral / active EE | $7,968 | $9,617-17.1% | $9,138-12.8% | $6,396+24.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |