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 | $55,491 | $223,823-75.2% | $211,142-73.7% | $154,746-64.1% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 21.83% | 50.39%-28.6pp | 46.84%-25.0pp | 172.34%-150.5pp |
| Employer contribution / active EE | $580 | $6,787-91.5% | $6,442-91.0% | $4,379-86.8% |
| Participant deferral / active EE | $10,858 | $9,750+11.4% | $9,284+17.0% | $6,730+61.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |