Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $227,328 | $99,053+129.5% | $88,179+157.8% | $138,895+63.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.1%+14.2pp | 79.9%+3.4pp |
| Annual return | 30.97% | 78.17%-47.2pp | 64.97%-34.0pp | 145.39%-114.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,383 | $5,225-54.4% | $4,614-48.4% | $6,396-62.7% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |