Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $123,204 | $124,314-0.9% | $109,163+12.9% | $167,518-26.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 33.59% | 26.04%+7.5pp | 25.75%+7.8pp | 478.71%-445.1pp |
| Employer contribution / active EE | $8,167 | $4,209+94.1% | $3,723+119.4% | $4,838+68.8% |
| Participant deferral / active EE | $122 | $5,256-97.7% | $4,654-97.4% | $6,342-98.1% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |