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 | $21,664 | $183,627-88.2% | $155,602-86.1% | $145,978-85.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 61.32%-45.5pp | 64.81%-49.0pp | 550.52%-534.7pp |
| Employer contribution / active EE | $861 | $5,316-83.8% | $4,675-81.6% | $4,662-81.5% |
| Participant deferral / active EE | $4,665 | $6,466-27.9% | $5,629-17.1% | $6,690-30.3% |
| Admin fee / account holder | $105 | $19,327-99.5% | $15,923-99.3% | $13,400-99.2% |