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 | $68,935 | $209,336-67.1% | $197,124-65.0% | $137,256-49.8% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 68.15% | 48.09%+20.1pp | 44.34%+23.8pp | 220.34%-152.2pp |
| Employer contribution / active EE | $1,020 | $6,591-84.5% | $6,227-83.6% | $4,156-75.5% |
| Participant deferral / active EE | $4,850 | $9,614-49.6% | $9,135-46.9% | $6,407-24.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |