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.
Participant 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 | $86,307 | $101,752-15.2% | $164,928-47.7% | $80,911+6.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 35.83% | 16.73%+19.1pp | 70.08%-34.3pp | 35.63%+0.2pp |
| Employer contribution / active EE | $9,058 | $2,953+206.7% | $4,343+108.6% | $2,756+228.7% |
| Participant deferral / active EE | $196 | $4,477-95.6% | $6,034-96.8% | $4,297-95.4% |
| Admin fee / account holder | $188 | $8,218-97.7% | $12,684-98.5% | $6,935-97.3% |