Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,597 | $117,895-66.4% | $102,460-61.4% | $145,897-72.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 12.99% | 31.92%-18.9pp | 29.47%-16.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $808 | $3,619-77.7% | $3,025-73.3% | $4,663-82.7% |
| Participant deferral / active EE | $6,176 | $5,736+7.7% | $5,056+22.2% | $6,689-7.7% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |